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
EWX (SPDR S&P Emerging Markets Small Cap ETF) 14.24% 27.75% 15.76% 7.18% 9.70% 5.14% NA
Data as of 06/04/2026, Common starting date is 05/16/2008
More Performance Analytics Comparison
Name Start Date End Date
EWX (SPDR S&P Emerging Markets Small Cap ETF) 05/16/2008 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 2010 2009 2008
Annualized Return (%) -0.31 27.75 15.76 7.18 9.70 5.14 NA 14.24 15.47 6.81 18.13 -15.01 18.13 14.86 15.59 -18.74 34.10 7.94 -12.41 -1.87 1.95 26.64 -30.14 23.54 94.80 -53.20
Sharpe Ratio NA 1.76 0.89 0.34 0.48 NA NA 1.91 0.81 0.21 1.25 -0.91 1.31 0.46 1.13 -1.22 3.35 0.42 -0.61 -0.14 0.12 1.54 -1.08 1.02 2.83 -1.35
Standard Deviation(%) NA 14.83 15.21 15.23 17.30 NA NA 18.63 15.68 14.92 11.70 18.08 13.82 31.83 12.51 16.62 10.04 18.20 20.52 13.10 16.37 17.42 27.99 22.93 33.51 52.38
Draw Down(%) NA 7.98 21.37 24.68 42.99 NA NA 7.98 16.11 9.20 7.77 23.71 6.97 36.54 8.55 27.43 3.92 10.90 28.31 15.95 15.04 18.66 34.12 17.00 19.04 63.90
Yield(%) 0.00 3.15 3.12 2.63 3.58 2.52 2.17 0.00 3.28 3.04 2.65 2.46 3.14 2.48 3.04 2.53 2.98 2.64 2.61 2.69 2.28 2.74 3.66 3.51 3.38 0.39
Data as of 06/04/2026, Common starting date is 05/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EWX (SPDR S&P Emerging Markets Small Cap ETF) -7.46%
Mar 2017 – Mar 2020
-5.08%
Jan 2011 – Jan 2016
-1.05%
Mar 2010 – Mar 2020
3.78%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EWX (SPDR S&P Emerging Markets Small Cap ETF) 34.76%
Feb 2009 – Feb 2012
20.30%
Feb 2009 – Feb 2014
10.68%
Feb 2009 – Feb 2019
9.71%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return