Emerging Mkt Stocks
Performance Analytics (From 01/24/2001 To 03/20/2023)
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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.9 | -0.6 | -8.0 | 12.6 | 0.0 | 2.4 | 2.2 | 7.0 | -14.4 | 2.8 | 15.3 | 20.4 | -14.5 | 31.4 | 11.8 | -15.3 | 0.7 | -5.0 | 18.9 | -18.6 | 19.0 | 76.4 | -52.7 | 39.1 | 29.6 | 32.3 | 26.2 | 58.0 | -8.8 | -5.3 | 0.7 |
| SR | NA | -0.72 | -0.6 | 0.48 | -0.07 | 0.1 | NA | 0.3 | -0.79 | 0.18 | 0.54 | 1.52 | -0.95 | 3.52 | 0.66 | -0.85 | 0.05 | -0.35 | 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 |
| DD(%) | NA | 10.3 | 22.7 | 31.2 | 33.1 | 36.0 | NA | 66.4 | 27.3 | 12.0 | 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 |
| SD(%) | NA | 13.6 | 17.9 | 19.1 | 19.3 | 17.2 | NA | 21.7 | 20.1 | 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 |
| TR | NA | -0.1 | -0.11 | 0.09 | -0.01 | 0.02 | NA | 0.06 | -0.16 | 0.03 | 0.15 | 0.19 | -0.16 | 0.31 | 0.11 | -0.15 | 0.01 | -0.05 | 0.19 | -0.19 | 0.19 | 0.76 | -0.54 | 0.36 | 0.26 | 0.3 | 0.25 | 0.57 | -0.1 | -0.08 | 0.76 |
| Alpha(%) | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 |
| Beta(%) | NA | 1.0 | 0.99 | 0.98 | 0.99 | 0.99 | NA | 1.0 | 0.99 | 0.92 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | 1.05 |
| RS | NA | 1.0 | 0.99 | 0.97 | 0.98 | 0.99 | NA | 0.99 | 0.99 | 0.89 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.93 | 0.99 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/24/2001
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Top Rated Funds
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
Best Mutual Funds
- RSMYX (RS Emerging Markets Small Cap Y) 403%
- GTDBX (Invesco Developing Markets B) 334%
- PYEFX (Pioneer Emerging Markets Y) 321%
- CNWRX (Calamos Evolving World Growth R) 293%
- FEMEX (Fidelity EMEA) 202%
- FIEMX (Fidelity Advisor EMEA I) 202%
- NTERX (Nuveen Tradewinds Emerging Markets R3) 187%
- EMGBX (Wells Fargo Advantage Emerg Mkts Eq B) 180%
- JMFSX (Janus Emerging Markets S) 178%
- PIEPX (Principal Intl Emerging Markets P) 171%
Best ETFs
- FRN (Guggenheim Frontier Markets ETF) 95%
- EMFT (SPDR® MSCI EM 50 ETF) 90%
- GMM (SPDR S&P Emerging Markets ETF) 79%
- EEB (Guggenheim BRIC ETF) 56%
- EMIF (iShares Emerging Markets Infrastructure) 2%
- FEMS (First Trust Emerg Mkts SC AlphaDEX® ETF) 2%
- DEM (WisdomTree Emerging Markets Eq Inc ETF) 1%
- EMEY (iShares MSCI Emerging Mkts Energy Capped) -0%
- PXR (PowerShares Emerging Markets Infras ETF) -1%
- EWEM (Guggenheim MSCI Em Mkts Eql Cntry Wt ETF) -9%
Best Closed End Funds
Best Mutual Funds
- DXELX (Direxion Mthly Emerg Mkts Bull 2X) 58%
- FEDIX (Fidelity Advisor Emerg Mkts Discv I) 12%
- FEDDX (Fidelity Emerg Mkts Discv) 12%
- CATIX (Columbia Acorn Emerging Markets I) 11%
- BESIX (William Blair Emerg Mkts Sm Cp Gr I) 10%
- DRESX (Driehaus Emerging Markets Small Cap Gr) 10%
- GBFAX (Van Eck Emerging Markets A) 10%
- GEDFX (GMO Emerging Domestic Opportunities VI) 10%
- NAFIX (Nile Pan Africa Instl) 9%
- UMEMX (Columbia Emerging Markets Z) 9%
Best ETFs
- TUR (iShares MSCI Turkey) 19%
- EIS (iShares MSCI Israel Capped) 9%
- EEMS (iShares MSCI Emerging Markets Small-Cap) 8%
- AFK (Market Vectors Africa ETF) 8%
- FEMS (First Trust Emerg Mkts SC AlphaDEX® ETF) 8%
- ECON (EGShares Emerging Markets Consumer ETF) 8%
- EEMV (iShares MSCI Emerging Markets Mini Vol) 7%
- PIE (PowerShares DWA Emerging Markets Mom ETF) 7%
- DGS (WisdomTree Emerging Markets SmCp Div ETF) 7%
- FEM (First Trust Emerging Mrkts AlphaDEX® ETF) 7%
Best Closed End Funds
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