Find A Portfolio/Ticker
Comparison Box
IJEMX: ING JPMorgan Emerging Mkts Eq Port I (MUTUAL FUND)
Basic Info 12.51 0.14(1.13%) March 30
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 02/12/2008 |
| Last Dividend Date: | 07/13/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.26% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/27/2023)
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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.0 | 4.3 | 58.4 | 28.4 | 12.3 | 9.1 | 6.7 | 6.5 | 29.4 | -16.2 | 33.7 | 32.1 | -16.6 | 43.4 | 13.3 | -15.6 | 1.1 | -5.5 | 19.3 | -18.1 | 20.8 | 72.0 | -51.2 | 38.5 | 24.6 |
| SR | NA | 0.2 | 0.9 | 0.71 | 0.33 | 0.32 | NA | 0.28 | 0.46 | -0.76 | 1.11 | 2.19 | -0.99 | 4.06 | 0.68 | -0.85 | 0.09 | -0.38 | 1.16 | -0.69 | 0.94 | 2.21 | -1.03 | 1.4 | 3.37 |
| DD(%) | NA | 11.8 | 18.5 | 43.1 | 43.1 | 43.1 | NA | 64.1 | 29.0 | 29.0 | 32.8 | 8.6 | 28.1 | 5.3 | 11.7 | 24.2 | 14.8 | 16.7 | 16.5 | 28.0 | 17.4 | 23.6 | 62.5 | 17.5 | 7.6 |
| SD(%) | NA | 16.3 | 60.0 | 39.2 | 33.4 | 26.1 | NA | 27.6 | 61.4 | 21.3 | 30.2 | 14.1 | 18.1 | 10.6 | 19.2 | 18.4 | 12.8 | 14.4 | 16.7 | 26.2 | 22.0 | 32.5 | 50.7 | 25.4 | 15.4 |
| TR | NA | 0.03 | 0.48 | 0.25 | 0.1 | 0.08 | NA | 0.08 | 0.24 | -0.15 | 0.31 | 0.28 | -0.17 | 0.39 | 0.12 | -0.21 | 0.01 | -0.06 | 0.19 | -0.18 | 0.2 | 0.73 | -0.52 | 0.35 | 0.49 |
| Alpha(%) | NA | 0.0 | 0.29 | 0.07 | 0.06 | 0.03 | NA | 0.02 | 0.25 | -0.08 | 0.06 | 0.03 | 0.0 | 0.03 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 |
| Beta(%) | NA | 1.15 | 1.11 | 1.12 | 1.09 | 1.04 | NA | 1.01 | 1.17 | 1.09 | 1.07 | 1.08 | 1.05 | 1.1 | 1.07 | 0.75 | 0.93 | 0.96 | 1.01 | 1.0 | 1.03 | 0.99 | 1.0 | 1.03 | 1.05 |
| RS | NA | 0.9 | 0.07 | 0.18 | 0.28 | 0.34 | NA | 0.59 | 0.09 | 0.72 | 0.96 | 0.93 | 0.94 | 0.84 | 0.95 | 0.54 | 0.89 | 0.91 | 0.96 | 0.98 | 0.97 | 0.97 | 0.98 | 0.95 | 0.91 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/12/2008
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 Mkts Stock Idx) (99%)
- GEMMX (GMO Emerging Markets VI) (97%)
- EMGYX (Wells Fargo Advantage Emerg Mkts Eq Adm) (96%)
- DFEVX (DFA Emerging Markets Value I) (96%)
- HIEMX (Virtus Emerging Markets Opportunities I) (95%)
- AOTIX (Allianz AGIC Emerging Markets Opp I) (95%)
- DEMSX (DFA Emerging Markets Small Cap I) (95%)
- RNWFX (American Funds New World R5) (94%)
- DFCEX (DFA Emerging Markets Core Equity I) (94%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) (93%)
Best ETFs
- EEM (iShares MSCI Emerging Markets) (100%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) (99%)
- BKF (iShares MSCI BRIC) (99%)
- DEM (WisdomTree Emerging Markets Eq Inc ETF) (98%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) (98%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) (98%)
- PXH (PowerShares FTSE RAFI Emerging Mkts ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (45%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.61% (100%)
- IHD (ING Emerging Market High Div. Equity) 1.13% (37%)
Latest Articles Related to IJEMX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
