Find A Portfolio/Ticker
Comparison Box
EWEM: Invesco MSCI Emerging Markets Equal Country Weight ETF (ETF)
Basic Info
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/09/2010 |
Last Dividend Date: | 02/12/2020 |
12-Mo. Yield | 2.86% |
Expenses | 0.70% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/27/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/09/2010 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 8.7 | -0.9 | 4.6 | -0.8 | -2.5 | 11.0 | -13.2 | 27.6 | 9.7 | -18.3 | -2.4 | -4.4 | 17.6 | -23.7 | 3.3 |
Sharpe Ratio | NA | -0.09 | 0.2 | 0.02 | -0.07 | -1.26 | 0.79 | -0.93 | 2.53 | 0.5 | -0.93 | -0.15 | -0.26 | 0.87 | -0.81 | 3.37 |
Draw Down(%) | NA | 10.8 | 21.6 | 33.9 | 43.2 | 6.2 | 10.8 | 21.6 | 3.6 | 13.6 | 28.1 | 16.7 | 19.4 | 20.6 | 32.6 | 3.1 |
Standard Deviation(%) | NA | 12.0 | 13.2 | 15.8 | 18.4 | 12.5 | 12.2 | 15.7 | 10.7 | 19.0 | 19.8 | 15.7 | 16.8 | 20.4 | 29.5 | 21.8 |
Treynor Ratio | NA | -0.01 | 0.04 | 0.0 | -0.01 | -0.3 | 0.11 | -0.23 | 0.37 | 0.12 | -0.22 | -0.03 | -0.05 | 0.19 | -0.25 | 0.5 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.05 | -0.02 | -0.02 | 0.02 | 0.0 | -0.02 | -0.01 | 0.0 | 0.01 | -0.02 | -0.1 |
Beta | NA | 0.75 | 0.7 | 0.77 | 0.85 | 0.53 | 0.86 | 0.63 | 0.74 | 0.82 | 0.85 | 0.85 | 0.8 | 0.92 | 0.96 | 1.48 |
RSquared | NA | 0.71 | 0.52 | 0.56 | 0.58 | 0.59 | 0.78 | 0.46 | 0.36 | 0.57 | 0.6 | 0.49 | 0.47 | 0.54 | 0.71 | 0.36 |
Yield(%) | N/A | 2.4 | 2.4 | 2.0 | N/A | 0.1 | 2.4 | 1.7 | 2.7 | 2.1 | 2.0 | 1.5 | 1.5 | 2.0 | 1.6 | 0.1 |
Dividend Growth(%) | N/A | 28.3 | 27.7 | N/A | N/A | -94.5 | 21.7 | -20.0 | 41.5 | -17.2 | 30.6 | -9.3 | -14.3 | -7.4 | 1600.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) (99%)
- GEMMX (GMO EMERGING MARKETS FUND CLASS VI) (97%)
- EMGYX (WELLS FARGO EMERGING MARKETS EQUITY FUND ADMINISTRATOR CLASS) (96%)
- DFEVX (EMERGING MARKETS VALUE PORTFOLIO EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS) (96%)
- HIEMX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS I) (95%)
- AOTIX (ALLIANZGI EMERGING MARKETS OPPORTUNITIES FUND INSTITUTIONAL) (95%)
- DEMSX (EMERGING MARKETS SMALL CAP PORTFOLIO EMERGING MARKETS SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS) (95%)
- RNWFX (NEW WORLD FUND INC CLASS R-5) (94%)
- DFCEX (EMERGING MARKETS CORE EQUITY PORTFOLIO EMERGING MARKETS CORE EQUITY PORTFOLIO - INSTITUTIONAL CLASS) (94%)
- IJEMX (VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO CLASS I) (93%)
Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) (100%)
- BKF (iShares MSCI BIC ETF) (99%)
- DEM (WisdomTree Emerging Markets High Dividend Fund) (99%)
- DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) (98%)
- EWX (SPDR® S&P Emerging Markets Small Cap ETF) (98%)
- PIE (Invesco DWA Emerging Markets Momentum ETF) (98%)
- PXH (Invesco FTSE RAFI Emerging Markets ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (44%)
- EMIF (iShares Emerging Markets Infrastructure ETF) (43%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) (100%)
- IHD (Voya Emerging Markets High Dividend Equity Fund) (36%)