Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMGEX (EMERGING MARKETS GROWTH FUND INC CLASS F-3) | 21.83% | 41.68% | 18.78% | 3.86% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMGEX (EMERGING MARKETS GROWTH FUND INC CLASS F-3) | 09/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 41.68 | 18.78 | 3.86 | NA | NA | NA | … | … | 21.83 | 26.43 | 2.43 | 8.26 | -24.79 | -0.87 | 21.43 | 25.65 | -14.74 | 9.27 |
| Sharpe Ratio | NA | 2.48 | 1.03 | 0.08 | NA | NA | NA | … | … | 2.87 | 1.56 | -0.09 | 0.33 | -1.11 | -0.06 | 0.72 | 1.76 | -0.94 | 3.17 |
| Standard Deviation(%) | NA | 15.58 | 15.11 | 17.06 | NA | NA | NA | … | … | 19.99 | 15.44 | 13.52 | 14.20 | 23.66 | 15.32 | 29.11 | 13.72 | 17.22 | 9.78 |
| Draw Down(%) | NA | 13.43 | 15.64 | 41.84 | NA | NA | NA | … | … | 13.43 | 12.55 | 9.93 | 14.41 | 35.48 | 14.62 | 33.57 | 10.22 | 27.32 | 4.28 |
| Yield(%) | 0.00 | 4.42 | 2.70 | 3.02 | 3.85 | 2.57 | 1.93 | … | … | 0.00 | 4.99 | 1.55 | 1.57 | 0.98 | 9.95 | 7.40 | 8.46 | 1.81 | 1.19 |
Data as of 06/04/2026, Common starting date is 09/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMGEX (EMERGING MARKETS GROWTH FUND INC CLASS F-3) |
-9.34%
May 2021 – May 2024 |
-2.00%
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 |
|---|---|---|---|---|
| EMGEX (EMERGING MARKETS GROWTH FUND INC CLASS F-3) |
19.84%
May 2023 – May 2026 |
6.51%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart