Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGMZX (EMERGING MARKETS PORTFOLIO EMERGING MARKETS PORTFOLIO CLASS Z) | 2.02% | 28.59% | 12.51% | 3.52% | 8.67% | NA | NA | … | … |
Data as of 02/03/2026, Common starting date is 01/25/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGMZX (EMERGING MARKETS PORTFOLIO EMERGING MARKETS PORTFOLIO CLASS Z) | 01/25/2016 | 02/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.59 | 12.51 | 3.52 | 8.67 | NA | NA | … | … | 2.02 | 28.12 | 8.72 | 10.67 | -21.18 | 1.89 | 15.54 | 25.06 | -21.98 | 33.32 | 23.34 |
| Sharpe Ratio | NA | 1.49 | 0.61 | 0.07 | 0.40 | NA | NA | … | … | 0.90 | 1.57 | 0.36 | 0.52 | -1.04 | 0.12 | 0.52 | 1.68 | -1.27 | 3.23 | 1.60 |
| Standard Deviation(%) | NA | 17.24 | 15.02 | 16.52 | 17.65 | NA | NA | … | … | 24.41 | 16.35 | 14.14 | 13.68 | 21.88 | 14.94 | 29.21 | 14.06 | 18.52 | 10.16 | 15.51 |
| Draw Down(%) | NA | 13.87 | 14.82 | 35.50 | 41.13 | NA | NA | … | … | 6.26 | 13.87 | 11.08 | 13.34 | 31.46 | 11.45 | 35.37 | 11.78 | 31.50 | 5.39 | 8.80 |
| Yield(%) | 0.00 | 0.00 | 1.42 | 2.61 | 3.98 | 2.71 | 2.03 | … | … | 0.00 | 0.00 | 2.50 | 2.03 | 1.26 | 9.25 | 2.15 | 2.17 | 5.96 | 1.35 | 1.10 |
Data as of 02/03/2026, Common starting date is 01/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGMZX (EMERGING MARKETS PORTFOLIO EMERGING MARKETS PORTFOLIO CLASS Z) |
-5.33%
Jan 2021 – Jan 2024 |
-3.57%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGMZX (EMERGING MARKETS PORTFOLIO EMERGING MARKETS PORTFOLIO CLASS Z) |
19.89%
Oct 2022 – Oct 2025 |
13.54%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart