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LGMSX: QS BATTERYMARCH EMERGING MARKETS FUND CLASS IS (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/04/2008 |
| Last Dividend Date: | 12/09/2015 |
| 12-Mo. Yield | 1.72% |
| Expenses | 1.25% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/04/2008 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.0 | -2.2 | 2.6 | -14.9 | -5.6 | -6.9 | 14.9 | -22.4 | 18.6 | 74.3 | -41.1 |
| Sharpe Ratio | NA | 0.04 | -0.27 | -0.27 | -0.09 | 0.18 | -0.9 | -0.48 | -0.49 | 0.86 | -0.83 | 0.8 | 2.33 | -1.01 |
| Draw Down(%) | NA | 19.2 | 33.6 | 34.7 | 54.1 | 10.8 | 25.8 | 16.3 | 18.3 | 18.8 | 31.1 | 19.3 | 23.7 | 54.1 |
| Standard Deviation(%) | NA | 19.8 | 16.1 | 17.8 | 26.5 | 20.6 | 16.6 | 11.5 | 14.2 | 17.5 | 26.9 | 23.1 | 31.8 | 79.9 |
| Treynor Ratio | NA | 0.01 | -0.05 | -0.05 | -0.02 | 0.04 | -0.17 | -0.07 | -0.07 | 0.14 | -0.22 | 0.17 | 0.77 | -0.83 |
| Alpha | NA | -0.06 | -0.04 | -0.04 | -0.03 | -0.06 | 0.0 | -0.02 | -0.01 | -0.02 | -0.02 | 0.0 | 0.0 | -0.15 |
| Beta | NA | 0.88 | 0.86 | 0.94 | 0.97 | 0.86 | 0.89 | 0.83 | 0.94 | 1.04 | 1.03 | 1.07 | 0.96 | 0.97 |
| RSquared | NA | 0.67 | 0.77 | 0.86 | 0.94 | 0.62 | 0.94 | 0.88 | 0.9 | 0.95 | 0.98 | 0.96 | 0.97 | 0.98 |
| Yield(%) | N/A | 1.7 | 1.4 | 1.3 | N/A | 0.0 | 1.5 | 1.1 | 1.8 | 2.0 | 0.6 | 0.8 | 0.9 | 0.0 |
| Dividend Growth(%) | N/A | 31.2 | 11.4 | N/A | N/A | -100.0 | 31.2 | -46.8 | 1.6 | 159.6 | -17.5 | 63.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/04/2008
Calculate Performance
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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
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Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) (100%)
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- DEM (WisdomTree Emerging Markets High Dividend Fund) (99%)
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Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) (100%)
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