Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EEM (iShares MSCI Emerging Markets ETF) | 16.47% | 16.02% | 9.04% | 6.19% | 4.29% | 3.93% | 5.71% | 8.88% |
Data as of 06/30/2025, AR inception is 04/15/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEM (iShares MSCI Emerging Markets ETF) | 04/15/2003 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.28 | 16.02 | 9.04 | 6.19 | 4.29 | 3.93 | 5.71 | 8.88 | 16.47 | 6.49 | 8.95 | -20.56 | -3.63 | 17.02 | 18.24 | -15.31 | 37.26 | 10.87 | -16.17 | -3.90 | -3.65 | 19.05 | -18.79 | 16.52 | 68.95 | -48.88 | 33.33 | 31.21 | 32.62 | 24.63 | 61.23 |
| Sharpe Ratio | NA | 0.66 | 0.29 | 0.22 | 0.13 | NA | NA | 0.28 | 1.54 | 0.19 | 0.34 | -0.94 | -0.20 | 0.48 | 1.11 | -0.79 | 3.01 | 0.48 | -0.76 | -0.24 | -0.20 | 0.99 | -0.58 | 0.64 | 1.75 | -0.71 | 0.92 | 1.02 | 1.58 | 1.18 | 5.35 |
| Standard Deviation(%) | NA | 19.42 | 17.58 | 18.67 | 20.97 | NA | NA | 27.24 | 21.42 | 15.48 | 15.48 | 23.54 | 17.88 | 34.46 | 15.15 | 21.31 | 12.20 | 22.06 | 21.24 | 16.15 | 18.45 | 19.38 | 32.49 | 25.62 | 39.33 | 69.66 | 32.85 | 27.43 | 19.24 | 20.00 | 17.66 |
| Draw Down(%) | NA | 17.29 | 17.34 | 39.82 | 39.82 | NA | NA | 66.43 | 15.04 | 10.21 | 13.37 | 32.71 | 16.62 | 33.89 | 12.46 | 26.56 | 5.29 | 12.24 | 28.46 | 17.71 | 18.95 | 18.01 | 30.87 | 17.76 | 26.42 | 64.28 | 17.73 | 26.24 | 12.02 | 21.38 | 5.30 |
| Yield(%) | 0.00 | 2.76 | 2.59 | 2.48 | 2.36 | 2.38 | 1.44 | 1.06 | 1.08 | 2.56 | 2.77 | 1.92 | 1.87 | 1.64 | 3.17 | 1.82 | 2.51 | 2.11 | 2.07 | 2.18 | 1.90 | 1.90 | 1.68 | 1.51 | 2.22 | 1.28 | 1.69 | 1.72 | 0.49 | 1.44 | 0.80 |
Data as of 06/30/2025, AR inception is 04/15/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEM (iShares MSCI Emerging Markets ETF) |
-11.53%
Feb 2006 - Feb 2009 |
-5.96%
Feb 2011 - Feb 2016 |
-0.01%
Mar 2010 - Mar 2020 |
-1.20%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEM (iShares MSCI Emerging Markets ETF) |
43.17%
Oct 2004 - Oct 2007 |
33.04%
May 2003 - May 2008 |
14.11%
May 2003 - May 2013 |
10.73%
May 2003 - May 2018 |
Annualized Rolling Returns Comparison Chart