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EMB: iShares JPMorgan USD Emerg Markets Bond (ETF)
Basic Info 85.54 0.73(0.86%) March 22
| Asset Class: | Emerging Markets Bond |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 12/19/2007 |
| Last Dividend Date: | 03/01/2023 |
| 12-Mo. Yield | 3.93% |
| Expenses | 0.59% |
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Performance Analytics (As of 03/22/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.7 | 3.1 | -1.3 | 4.7 | 0.7 | 2.1 | 4.2 | 4.2 | -14.6 | -0.9 | 5.4 | 15.5 | -5.5 | 10.3 | 9.3 | 1.0 | 6.1 | -7.8 | 16.5 | 7.6 | 10.8 | 15.4 | -2.1 | 0.3 |
| SR | NA | 0.1 | -0.47 | 0.15 | -0.06 | 0.13 | NA | 0.32 | -1.02 | -0.14 | 0.27 | 2.55 | -1.21 | 2.29 | 1.2 | 0.16 | 0.97 | -0.82 | 3.35 | 1.04 | 1.26 | 0.87 | -0.13 | 5.45 |
| DD(%) | NA | 6.1 | 17.5 | 25.2 | 26.5 | 26.5 | NA | 34.7 | 24.1 | 7.3 | 26.5 | 2.7 | 8.9 | 2.4 | 7.6 | 6.2 | 7.4 | 14.5 | 4.9 | 7.1 | 6.9 | 17.3 | 34.7 | 0.1 |
| SD(%) | NA | 13.2 | 15.9 | 13.6 | 12.4 | 10.1 | NA | 11.4 | 15.8 | 7.0 | 19.5 | 5.5 | 5.6 | 4.2 | 7.5 | 6.4 | 6.2 | 9.6 | 5.0 | 7.3 | 8.5 | 17.6 | 22.6 | 1.7 |
| TR | NA | 0.02 | -0.07 | 0.02 | -0.01 | 0.02 | NA | 0.09 | -0.15 | -0.01 | 0.08 | 0.36 | -0.17 | 0.27 | 0.26 | 0.08 | -2.32 | -0.15 | 1.0 | 0.25 | 0.47 | 0.49 | -0.32 | 11.03 |
| Alpha(%) | NA | -0.01 | 0.04 | 0.03 | 0.01 | 0.01 | NA | 0.02 | 0.03 | 0.02 | 0.0 | 0.05 | -0.02 | 0.02 | 0.03 | 0.01 | 0.02 | -0.02 | 0.06 | 0.02 | 0.04 | 0.05 | 0.0 | 0.03 |
| Beta(%) | NA | 0.81 | 1.03 | 0.97 | 0.78 | 0.54 | NA | 0.39 | 1.07 | 0.68 | 0.65 | 0.39 | 0.4 | 0.35 | 0.35 | 0.12 | -0.03 | 0.51 | 0.17 | 0.3 | 0.23 | 0.31 | 0.1 | 0.01 |
| RS | NA | 0.47 | 0.51 | 0.35 | 0.23 | 0.16 | NA | 0.08 | 0.49 | 0.23 | 0.09 | 0.11 | 0.2 | 0.32 | 0.14 | 0.02 | 0.0 | 0.15 | 0.04 | 0.1 | 0.07 | 0.04 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2007
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See Emerging Markets Bond Asset Class Trend Rankings |
Top Rated Funds in Emerging Markets Bond
Best Mutual Funds
- AGEIX (American Beacon Glb Evl Ftr Mks Inc Inst) 0.31% (96%)
- GMCDX (GMO Emerging Country Debt III) (93%)
- PFSIX (Performance Short-Term Govt Instl) 0.51% (92%)
- MEDIX (MFS Emerging Markets Debt I) (91%)
- TGEIX (TCW Emerging Markets Income I) 0.33% (91%)
- GSDIX (Goldman Sachs Emerging Market Debt I) 0.57% (90%)
- FNMIX (Fidelity New Markets Income) 0.35% (89%)
- PYEMX (Payden Emerging Markets Bond) (89%)
- SEMDX (Western Asset Emerging Markets Debt I) (88%)
- SITEX (SEI Instl Intl Tr Emerging Markets Dbt A) (87%)
Best ETFs
- PCY (PowerShares Emerging Markets Sov Dbt ETF) 0.85% (95%)
- EMB (iShares JPMorgan USD Emerg Markets Bond) 0.86% (94%)
- ELD (WisdomTree Emerging Markets Lcl Dbt ETF) 1.48% (72%)
- EMLC (Market Vectors EM Local Currency Bd ETF) 1.46% (71%)
- EBND (SPDR Barclays Emerging Mkts Lcl Bd ETF) 1.78% (68%)
- LEMB (iShares Emerg Mkts Local Currency Bond) 1.36% (66%)
- EMCB (WisdomTree Emerging Markets Corp Bd ETF) 0.75% (65%)
- HYEM (Market Vectors® EM High Yield Bd ETF) 0.22% (64%)
- EMHY (iShares Emerging Markets High Yield Bond) (64%)
- CEMB (iShares Emerging Markets Corporate Bond) (63%)
Best Closed End Funds
- EDD (Morgan Stanley Emrgng Mkts Domestic Debt) 0.67% (100%)
- MSD (MS Emerging Markets Debt Common) 0.61% (99%)
- TEI (Templeton Emerg Mkts Income) 1.03% (99%)
- GIM (Templeton Global Income) 2.18% (98%)
- EMD (Western Asset Emerging Mkts Income) 1.79% (97%)
- EDF (Stone Harbor Emerging Mkts Income) 0.94% (97%)
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