Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMRCX (EMERGING MARKETS FUND CLASS C) | NA | -4.52% | 6.21% | -1.25% | -1.20% | 1.41% | 3.43% | … | … |
Data as of 05/08/2025, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMRCX (EMERGING MARKETS FUND CLASS C) | 10/08/2003 | 05/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.52 | 6.21 | -1.25 | -1.20 | 1.41 | 3.43 | … | … | 3.96 | -1.22 | 9.54 | -25.81 | -20.41 | 15.49 | 28.51 | -23.87 | 48.56 | -1.27 | -13.60 | -1.06 | 11.25 | 27.56 | -27.10 | 27.26 | 119.70 | -68.46 | 34.65 | 37.98 | 29.77 | 18.73 | 12.90 |
| Sharpe Ratio | NA | -0.63 | 0.03 | -0.21 | -0.16 | NA | NA | … | … | 0.39 | -0.57 | 0.37 | -1.13 | -1.06 | 0.53 | 2.01 | -1.37 | 5.21 | -0.09 | -0.83 | -0.10 | 0.92 | 1.86 | -1.13 | 1.44 | 2.67 | -1.58 | 1.56 | 2.20 | 2.35 | 0.90 | 4.76 |
| Standard Deviation(%) | NA | 17.37 | 17.03 | 18.61 | 18.54 | NA | NA | … | … | 22.32 | 13.79 | 14.54 | 24.11 | 19.34 | 28.54 | 13.51 | 18.40 | 9.24 | 16.32 | 16.42 | 11.13 | 12.13 | 14.89 | 24.11 | 18.85 | 44.83 | 43.84 | 20.37 | 15.88 | 11.76 | 19.87 | 14.45 |
| Draw Down(%) | NA | 19.49 | 19.49 | 55.27 | 55.27 | NA | NA | … | … | 14.65 | 11.72 | 14.07 | 36.24 | 31.02 | 34.96 | 9.86 | 33.24 | 5.00 | 15.49 | 23.68 | 12.79 | 15.56 | 15.68 | 33.06 | 15.91 | 23.67 | 74.03 | 18.18 | 20.71 | 8.93 | 25.77 | 4.51 |
| Yield(%) | 0.00 | 0.00 | 1.29 | 0.65 | 0.44 | 0.55 | 3.14 | … | … | 0.00 | 0.00 | 0.33 | 2.46 | 0.00 | 0.19 | 1.36 | 0.00 | 0.00 | 0.15 | 0.01 | 0.00 | 0.51 | 0.00 | 0.99 | 0.34 | 0.00 | 2.47 | 11.63 | 17.78 | 17.32 | 4.50 | 0.00 |
Data as of 05/08/2025, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMRCX (EMERGING MARKETS FUND CLASS C) |
-22.68%
Feb 2006 – Feb 2009 |
-9.17%
Oct 2017 – Oct 2022 |
-1.93%
Oct 2013 – Oct 2023 |
-3.00%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMRCX (EMERGING MARKETS FUND CLASS C) |
45.10%
Jul 2004 – Jul 2007 |
26.35%
Feb 2009 – Feb 2014 |
13.26%
Feb 2009 – Feb 2019 |
8.36%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart