Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EDIV (SPDR S&P Emerging Markets Dividend ETF) 6.94% 14.88% 19.26% 10.78% 9.04% 2.56% NA
Data as of 06/04/2026, Common starting date is 02/24/2011
More Performance Analytics Comparison
Name Start Date End Date
EDIV (SPDR S&P Emerging Markets Dividend ETF) 02/24/2011 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.29 14.88 19.26 10.78 9.04 2.56 NA 6.94 16.47 12.73 41.94 -15.30 11.22 -9.92 11.36 -6.16 28.18 17.14 -27.41 -8.87 -12.91 6.30 -2.15
Sharpe Ratio NA 0.94 1.27 0.61 0.45 NA NA 0.97 1.09 0.75 2.73 -1.01 0.89 -0.31 0.71 -0.38 2.34 0.74 -1.36 -0.60 -0.78 0.35 -0.10
Standard Deviation(%) NA 12.15 13.33 13.82 17.61 NA NA 15.15 12.48 12.13 14.17 16.56 12.57 32.65 13.89 20.08 11.82 22.86 20.15 14.87 16.58 17.95 26.06
Draw Down(%) NA 10.36 13.84 28.30 40.98 NA NA 10.36 10.93 9.18 7.58 28.30 6.69 37.92 12.62 21.29 5.88 12.96 34.20 17.89 20.00 21.63 22.41
Yield(%) 0.00 4.91 5.76 4.59 4.75 2.72 2.23 0.80 5.24 4.34 5.76 3.95 4.12 3.01 3.68 3.08 3.67 5.67 3.73 4.33 4.17 5.30 4.52
Data as of 06/04/2026, Common starting date is 02/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EDIV (SPDR S&P Emerging Markets Dividend ETF) -17.32%
Jan 2013 – Jan 2016
-10.13%
May 2011 – May 2016
-2.70%
Oct 2012 – Oct 2022
2.28%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EDIV (SPDR S&P Emerging Markets Dividend ETF) 26.34%
Oct 2022 – Oct 2025
14.78%
Oct 2020 – Oct 2025
10.66%
Feb 2016 – Feb 2026
2.51%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return