Find A Portfolio/Ticker
Comparison Box
HEMGX: Hansberger Instl Emerging Markets Instl (MUTUAL FUND)
Basic Info
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/06/1999 |
Last Dividend Date: | 12/29/2011 |
12-Mo. Yield | 0.00% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/27/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/06/1999 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | -24.9 | 72.3 | 31.3 | 31.1 | 23.0 | -1.9 | -25.1 | 487.1 | 73.0 | -53.0 | 29.8 | 23.7 | 29.8 | 21.7 | 68.3 | 3.6 | -5.8 | -29.2 | 50.8 |
Sharpe Ratio | NA | -0.88 | 1.58 | 0.77 | 1.02 | 0.59 | -0.17 | -0.91 | 2.99 | 2.28 | -1.09 | 1.09 | 1.14 | 2.13 | 1.29 | 4.22 | 0.14 | -0.39 | -1.51 | 3.76 |
Draw Down(%) | NA | 29.9 | 34.2 | 65.0 | 65.0 | 65.0 | 19.0 | 34.2 | 17.1 | 22.5 | 63.4 | 18.4 | 24.8 | 9.9 | 18.1 | 12.4 | 24.3 | 33.6 | 34.5 | 19.3 |
Standard Deviation(%) | NA | 28.4 | 45.6 | 40.2 | 29.5 | 36.1 | 19.1 | 27.6 | 162.7 | 31.9 | 49.2 | 24.6 | 18.0 | 13.0 | 16.1 | 16.0 | 17.5 | 21.3 | 22.0 | 18.7 |
Treynor Ratio | NA | -0.24 | 0.68 | 0.31 | 0.31 | 0.23 | -0.04 | -0.24 | 3.53 | 0.75 | -0.56 | 0.27 | 0.23 | 0.32 | 0.25 | 0.82 | 0.03 | -0.12 | -0.39 | 0.76 |
Alpha | NA | -0.08 | 0.08 | -0.02 | -0.03 | 0.03 | -0.05 | -0.03 | 1.56 | 0.0 | -0.01 | -0.03 | -0.01 | 0.01 | 0.0 | 0.06 | 0.04 | -0.02 | -0.03 | 0.05 |
Beta | NA | 1.02 | 1.06 | 0.99 | 0.97 | 0.94 | 0.94 | 1.05 | 1.38 | 0.97 | 0.97 | 1.0 | 0.91 | 0.86 | 0.84 | 0.82 | 0.7 | 0.67 | 0.84 | 0.93 |
RSquared | NA | 0.95 | 0.16 | 0.53 | 0.67 | 0.21 | 0.88 | 0.98 | 0.01 | 0.98 | 0.98 | 0.96 | 0.88 | 0.74 | 0.76 | 0.56 | 0.53 | 0.54 | 0.61 | 0.51 |
Yield(%) | N/A | 0.6 | 3.2 | 13.9 | 23.6 | N/A | 0.0 | 0.6 | 3.5 | 1.5 | 32.1 | 56.1 | 32.6 | 38.5 | 23.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 0.0 | -98.1 | -32.1 | N/A | N/A | -100.0 | 0.0 | 300.0 | -99.0 | -58.0 | 51.6 | -19.8 | 55.5 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/1999
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%)