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IEMG: iShares Core MSCI Emerging Markets (ETF)
Basic Info 62.97 0.27(0.43%) September 17
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 10/22/2012 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 1.79% |
| Expenses | 0.17% |
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Performance Analytics (As of 09/17/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.9 | 1.5 | 18.5 | 10.6 | 9.9 | 5.2 | 17.9 | 18.4 | -14.9 | 37.4 | 10.3 | -14.3 | -3.4 | -2.8 | 6.5 |
| SR | NA | 0.12 | 1.05 | 0.4 | 0.43 | 0.24 | 0.51 | 1.14 | -0.79 | 3.17 | 0.48 | -0.7 | -0.23 | -0.17 | 3.19 |
| DD(%) | NA | 12.8 | 12.8 | 34.7 | 38.4 | 38.4 | 34.7 | 12.3 | 26.3 | 4.9 | 11.9 | 27.9 | 17.2 | 17.5 | 4.1 |
| SD(%) | NA | 18.1 | 17.6 | 24.4 | 21.4 | 20.1 | 34.4 | 14.9 | 20.6 | 11.6 | 21.1 | 20.5 | 15.0 | 17.1 | 13.0 |
| TR | NA | 0.02 | 0.19 | 0.09 | 0.08 | 0.04 | 0.15 | 0.15 | -0.14 | 0.31 | 0.09 | -0.13 | -0.03 | -0.03 | 0.37 |
| Alpha(%) | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.0 |
| Beta(%) | NA | 0.96 | 0.99 | 1.15 | 1.16 | 1.13 | 1.2 | 1.14 | 1.17 | 1.21 | 1.13 | 1.08 | 1.06 | 1.08 | 1.1 |
| RS | NA | 0.81 | 0.83 | 0.92 | 0.91 | 0.89 | 0.94 | 0.92 | 0.9 | 0.84 | 0.87 | 0.9 | 0.83 | 0.82 | 0.93 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2012
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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 Mkts Stock Idx) 1.29% (99%)
- GEMMX (GMO Emerging Markets VI) 0.74% (97%)
- EMGYX (Wells Fargo Advantage Emerg Mkts Eq Adm) 0.06% (96%)
- DFEVX (DFA Emerging Markets Value I) 1.08% (95%)
- HIEMX (Virtus Emerging Markets Opportunities I) 0.16% (95%)
- AOTIX (Allianz AGIC Emerging Markets Opp I) 0.71% (95%)
- DEMSX (DFA Emerging Markets Small Cap I) 0.60% (94%)
- RNWFX (American Funds New World R5) 0.20% (94%)
- DFCEX (DFA Emerging Markets Core Equity I) 0.58% (94%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 0.16% (93%)
Best ETFs
- EEM (iShares MSCI Emerging Markets) 0.43% (100%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 0.92% (99%)
- BKF (iShares MSCI BRIC) 0.08% (99%)
- DEM (WisdomTree Emerging Markets Eq Inc ETF) 0.67% (99%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) 0.54% (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) 0.86% (98%)
- GMM (SPDR S&P Emerging Markets ETF) (98%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 0.63% (97%)
- PXH (PowerShares FTSE RAFI Emerging Mkts ETF) 1.39% (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.39% (97%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.28% (77%)
- IHD (ING Emerging Market High Div. Equity) 0.26% (52%)
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