Emerging Mkt Stocks
Performance Analytics (From 12/26/2000 To 01/22/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/26/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | 0.0 | 16.1 | -0.4 | 2.4 | 4.0 | 3.6 | 6.2 | 7.5 | 11.0 | 9.2 | -17.8 | 0.9 | 15.3 | 20.4 | -14.5 | 31.4 | 11.8 | -15.3 | 0.7 | -5.1 | 18.9 | -18.5 | 19.0 | 76.4 | -52.7 | 39.1 | 29.6 | 32.3 | 26.2 | 58.0 | -8.8 | -5.3 | 0.7 |
| Sharpe Ratio | NA | -1.34 | 0.71 | -0.35 | -0.01 | 0.13 | NA | NA | 0.29 | 0.35 | 0.4 | -0.96 | 0.06 | 0.54 | 1.52 | -0.96 | 3.52 | 0.66 | -0.85 | 0.05 | -0.36 | 1.16 | -0.72 | 0.89 | 2.35 | -1.06 | 1.5 | 1.42 | 2.33 | 1.52 | 3.91 | -0.54 | -0.33 | 9.86 |
| Draw Down(%) | NA | 4.1 | 11.4 | 28.5 | 34.1 | 36.0 | NA | NA | 66.4 | 7.9 | 11.3 | 29.0 | 13.2 | 33.1 | 10.2 | 26.2 | 4.3 | 13.2 | 27.5 | 17.0 | 17.4 | 17.4 | 29.8 | 16.9 | 24.4 | 63.9 | 17.5 | 24.7 | 10.4 | 20.6 | 12.7 | 30.3 | 32.7 | 0.3 |
| Standard Deviation(%) | NA | 14.5 | 12.6 | 15.4 | 18.7 | 17.0 | NA | NA | 21.2 | 12.5 | 12.3 | 20.0 | 16.0 | 27.9 | 12.5 | 16.6 | 8.8 | 17.4 | 18.1 | 12.9 | 14.3 | 16.3 | 25.9 | 21.2 | 32.4 | 50.4 | 24.2 | 18.7 | 12.9 | 16.6 | 14.7 | 18.3 | 23.5 | 8.1 |
| Treynor Ratio | NA | -0.2 | 0.1 | -0.05 | 0.0 | 0.02 | NA | NA | 0.06 | 0.05 | 0.05 | -0.19 | 0.01 | 0.15 | 0.19 | -0.16 | 0.31 | 0.12 | -0.15 | 0.01 | -0.05 | 0.19 | -0.19 | 0.19 | 0.76 | -0.54 | 0.36 | 0.26 | 0.31 | 0.25 | 0.58 | -0.1 | -0.08 | 62.41 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.22 |
| Beta | NA | 0.99 | 0.92 | 0.98 | 0.99 | 1.0 | NA | NA | 0.99 | 0.92 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.01 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.97 | 0.97 | 0.01 |
| RSquared | NA | 1.0 | 0.9 | 0.98 | 0.99 | 0.99 | NA | NA | 0.99 | 0.9 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.97 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | 0.99 | 0.99 | 0.98 | 0.95 | 0.93 | 0.0 |
| Yield(%) | N/A | 0.0 | 3.6 | 3.0 | 3.0 | 2.9 | 2.9 | 4.7 | N/A | 3.4 | 3.7 | 3.2 | 2.6 | 2.1 | 3.8 | 2.4 | 3.0 | 2.9 | 2.7 | 2.9 | 2.5 | 2.6 | 1.9 | 2.0 | 2.3 | 2.3 | 2.6 | 2.2 | 2.3 | 2.3 | 2.4 | 0.0 | 0.0 | 2.4 |
| Dividend Growth(%) | N/A | -100.0 | -2.9 | 20.5 | 19.1 | 36.1 | N/A | N/A | N/A | -2.9 | -9.6 | 23.8 | 34.8 | -33.5 | 30.0 | 3.4 | 17.2 | -15.6 | -6.2 | 1.2 | 13.0 | 8.3 | 11.4 | 51.3 | -53.7 | 19.3 | 47.3 | 25.4 | 23.9 | 48.4 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/2000
Compare with other asset classes >>
Top Rated Funds
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) (93%)
- 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 Dorsey Wright Emerging Markets Momentum ETF) (98%)
- PXH (Invesco FTSE RAFI Emerging Markets ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (42%)
- EMIF (iShares Emerging Markets Infrastructure ETF) (41%)
Best Closed End Funds
Best Mutual Funds
- RSMYX (VICTORY SOPHUS EMERGING MARKETS SMALL CAP FUND (FORMERLY VICTORY RS EMERGING MARKETS SMALL CAP FUND) CLASS Y) 403%
- GTDBX (INVESCO DEVELOPING MARKETS FUND CLASS B) 334%
- PYEFX (PIONEER EMERGING MARKETS FUND PIONEER EMERGING MARKETS FUND: CLASS Y) 321%
- CNWRX (CALAMOS EVOLVING WORLD GROWTH FUND CLASS R) 293%
- FEMEX (FIDELITY EMERGING EUROPE MIDDLE EAST AFRICA (EMEA) FUND FIDELITY EMERGING EUROPE MIDDLE EAST AFRICA (EMEA) FUND) 202%
- FIEMX (Fidelity Advisor Emerging Europe Middle East) 202%
- FMEAX (FIDELITY EMERGING EUROPE MIDDLE EAST AFRICA (EMEA) FUND FIDELITY ADVISOR EMERGING EUROPE MIDDLE EAST AFRICA (EMEA) FUND: CLASS A) 200%
- NTERX (NUVEEN TRADEWINDS EMERGING MARKETS FUND CLASS R3) 187%
- EMGBX (WELLS FARGO EMERGING MARKETS EQUITY FUND CLASS B) 180%
- JMFSX (JANUS EMERGING MARKETS FUND CLASS S) 178%
Best ETFs
- EMFT (SPDR(R) MSCI EM 50 ETF SPDR(R) MSCI EM 50 ETF) 90%
- HEEM (iShares Currency Hedged MSCI Emerging Markets ETF) 85%
- EDIV (SPDR S&P Emerging Markets Dividend ETF) 79%
- GMM (Global Mofy AI Limited) 79%
- FNDE (Schwab Fundamental Emerging Markets Equity ETF) 71%
- FRN (Invesco Frontier Markets ETF) 70%
- DBEM (Xtrackers MSCI Emerging Markets Hedged Equity ETF) 68%
- SCHE (Schwab Emerging Markets Equity ETF) 68%
- PXH (Invesco FTSE RAFI Emerging Markets ETF) 67%
- VWO (Vanguard FTSE Emerging Markets ETF) 63%
Best Closed End Funds
Best Mutual Funds
- DXELX (DIREXION MONTHLY EMERGING MARKETS BULL 2X FUND INVESTOR CLASS) 58%
- FEDIX (FIDELITY EMERGING MARKETS DISCOVERY FUND FIDELITY ADVISOR EMERGING MARKETS DISCOVERY FUND: CLASS I) 12%
- FEDDX (FIDELITY EMERGING MARKETS DISCOVERY FUND FIDELITY EMERGING MARKETS DISCOVERY FUND) 12%
- CATIX (COLUMBIA ACORN EMERGING MARKETS FUND COLUMBIA ACORN EMERGING MARKETS FUND CLASS I) 11%
- BESIX (WILLIAM BLAIR EMERGING MARKETS SMALL CAP GROWTH FUND CLASS I) 10%
- DRESX (DRIEHAUS EMERGING MARKETS SMALL CAP GROWTH FUND DRIEHAUS EMERGING MARKETS SMALL CAP GROWTH FUND) 10%
- GBFAX (EMERGING MARKETS FUND CLASS A) 10%
- GEDFX (GMO EMERGING DOMESTIC OPPORTUNITIES FUND CLASS VI) 10%
- NAFIX (NILE AFRICA FRONTIER AND EMERGING FUND INSTITUTIONAL CLASS) 9%
- NAFAX (NILE AFRICA FRONTIER AND EMERGING FUND CLASS A) 9%
Best ETFs
- TUR (iShares MSCI Turkey ETF) 19%
- EIS (iShares MSCI Israel ETF) 9%
- EEMS (iShares MSCI Emerging Markets Small Cap ETF) 8%
- AFK (VanEck Africa Index ETF) 8%
- FEMS (First Trust Emerging Markets Small Cap AlphaDEX Fund) 8%
- ECON (Columbia Research Enhanced Emerging Economies ETF) 8%
- EEMV (iShares MSCI Emerging Markets Min Vol Factor ETF) 7%
- PIE (Invesco Dorsey Wright Emerging Markets Momentum ETF) 7%
- DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) 7%
- FEM (First Trust Emerging Markets AlphaDEX Fund) 7%
Best Closed End Funds
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
