Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DEMSX (EMERGING MARKETS SMALL CAP PORTFOLIO EMERGING MARKETS SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS) | 5.21% | 4.52% | 7.15% | 11.95% | 4.69% | 5.47% | 8.24% | 7.59% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEMSX (EMERGING MARKETS SMALL CAP PORTFOLIO EMERGING MARKETS SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS) | 12/18/1998 | 05/15/2025 |
The return data shown below all have the same latest date: 05/15/2025.
AR inception is since 12/18/1998.
AR inception is since 12/18/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.34 | 4.52 | 7.15 | 11.95 | 4.69 | 5.47 | 8.24 | 7.59 | 5.21 | 4.92 | 16.31 | -16.95 | 11.38 | 13.82 | 14.90 | -17.55 | 35.30 | 10.89 | -8.66 | 2.97 | -1.39 | 24.44 | -22.65 | 30.17 | 99.74 | -54.54 | 37.92 | 37.55 | 25.49 | 28.93 | 69.78 | -2.46 | -2.59 | -40.37 | 11.47 | 0.34 |
| Sharpe Ratio | NA | -0.21 | 0.15 | 0.62 | 0.19 | NA | NA | 0.29 | 0.21 | -0.15 | 1.22 | -1.11 | 0.90 | 0.50 | 1.22 | -1.31 | 4.13 | 0.74 | -0.55 | 0.33 | -0.12 | 1.83 | -1.05 | 1.61 | 3.84 | -1.52 | 1.65 | 2.20 | 2.14 | 2.09 | 6.29 | -0.27 | -0.26 | -2.13 | 0.15 | 0.56 |
| Standard Deviation(%) | NA | 14.14 | 12.79 | 13.57 | 15.22 | NA | NA | 20.03 | 17.16 | 11.46 | 9.97 | 16.58 | 12.60 | 26.86 | 11.09 | 14.49 | 8.44 | 14.44 | 15.93 | 9.05 | 11.65 | 13.45 | 21.57 | 18.68 | 25.93 | 36.40 | 21.23 | 15.62 | 10.89 | 13.42 | 10.98 | 13.19 | 19.52 | 20.88 | 53.35 | 14.87 |
| Draw Down(%) | NA | 17.29 | 17.29 | 28.31 | 47.28 | NA | NA | 71.68 | 12.12 | 8.79 | 9.46 | 24.40 | 9.96 | 41.28 | 10.68 | 28.85 | 4.35 | 11.21 | 24.90 | 13.76 | 16.71 | 16.76 | 29.78 | 16.56 | 20.45 | 64.27 | 18.35 | 23.77 | 12.12 | 17.65 | 7.90 | 25.77 | 27.97 | 45.75 | 40.00 | 2.32 |
| Yield(%) | 0.00 | 3.06 | 2.92 | 4.09 | 3.41 | 4.11 | 7.21 | 7.36 | 0.00 | 3.34 | 3.31 | 1.98 | 3.60 | 2.47 | 3.47 | 3.88 | 6.16 | 5.49 | 2.86 | 4.14 | 3.55 | 5.31 | 3.43 | 5.63 | 2.52 | 1.93 | 9.88 | 9.85 | 4.86 | 6.34 | 0.00 | 0.00 | 0.62 | 0.62 | 1.68 | 0.66 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEMSX (EMERGING MARKETS SMALL CAP PORTFOLIO EMERGING MARKETS SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS) |
-26.11%
Sep 1999 - Sep 2002 |
-6.33%
Jun 1999 - Jun 2004 |
0.69%
Mar 2010 - Mar 2020 |
2.04%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEMSX (EMERGING MARKETS SMALL CAP PORTFOLIO EMERGING MARKETS SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS) |
45.99%
Mar 2003 - Mar 2006 |
41.59%
Oct 2002 - Oct 2007 |
20.55%
Apr 2001 - Apr 2011 |
15.46%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart