Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEMZX (EMERGING MARKETS EQUITY FUND INVESTOR) | 30.37% | 58.78% | 25.82% | 7.88% | 10.30% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEMZX (EMERGING MARKETS EQUITY FUND INVESTOR) | 11/04/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | 58.78 | 25.82 | 7.88 | 10.30 | NA | NA | … | … | 30.37 | 34.54 | 7.99 | 10.68 | -21.61 | -2.17 | 21.59 | 19.63 | -20.49 | 35.37 | 13.35 | -19.25 | -2.42 | -2.01 |
| Sharpe Ratio | NA | 2.93 | 1.33 | 0.28 | 0.46 | NA | NA | … | … | 3.24 | 1.93 | 0.31 | 0.51 | -1.12 | -0.09 | 0.72 | 1.28 | -1.20 | 3.68 | 0.75 | -1.09 | -0.19 | -1.13 |
| Standard Deviation(%) | NA | 18.78 | 16.70 | 19.00 | 18.95 | NA | NA | … | … | 24.94 | 16.50 | 14.26 | 13.85 | 20.68 | 24.33 | 29.49 | 14.15 | 18.34 | 9.46 | 17.61 | 17.68 | 12.57 | 10.93 |
| Draw Down(%) | NA | 14.26 | 17.53 | 39.11 | 40.52 | NA | NA | … | … | 14.26 | 14.62 | 10.09 | 12.55 | 32.97 | 17.04 | 33.36 | 11.80 | 29.88 | 4.45 | 12.40 | 27.92 | 18.02 | 4.32 |
| Yield(%) | 0.00 | 4.47 | 2.98 | 3.43 | 3.69 | 2.22 | 1.67 | … | … | 0.00 | 4.94 | 1.53 | 2.06 | 1.43 | 11.28 | 1.07 | 2.65 | 0.23 | 1.03 | 1.78 | 0.00 | 4.37 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEMZX (EMERGING MARKETS EQUITY FUND INVESTOR) |
-7.57%
Jan 2021 – Jan 2024 |
-4.09%
Oct 2017 – Oct 2022 |
1.73%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEMZX (EMERGING MARKETS EQUITY FUND INVESTOR) |
26.41%
May 2023 – May 2026 |
14.56%
Feb 2016 – Feb 2021 |
10.41%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart