Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACEX (Martin Currie Emerging Markets Fund Class A) | 30.62% | 64.04% | 22.12% | 4.91% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACEX (Martin Currie Emerging Markets Fund Class A) | 07/17/2018 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.24 | 64.04 | 22.12 | 4.91 | NA | NA | NA | … | … | 30.62 | 36.21 | 2.43 | 5.72 | -27.06 | -5.35 | 27.26 | 28.94 | -15.22 |
| Sharpe Ratio | NA | 2.67 | 0.93 | 0.10 | NA | NA | NA | … | … | 2.68 | 1.81 | -0.07 | 0.13 | -1.16 | -0.30 | 0.84 | 1.90 | -1.46 |
| Standard Deviation(%) | NA | 20.64 | 18.84 | 19.73 | NA | NA | NA | … | … | 27.54 | 18.52 | 16.35 | 16.20 | 24.61 | 17.92 | 32.13 | 14.43 | 21.89 |
| Draw Down(%) | NA | 14.34 | 18.39 | 43.30 | NA | NA | NA | … | … | 14.34 | 15.43 | 11.02 | 17.18 | 38.60 | 19.19 | 32.47 | 11.01 | 20.41 |
| Yield(%) | 0.00 | 0.37 | 0.50 | 0.28 | 0.56 | 0.38 | 0.28 | … | … | 0.00 | 0.40 | 0.13 | 1.03 | 0.32 | 0.05 | 0.39 | 2.98 | 0.76 |
Data as of 06/03/2026, Common starting date is 07/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACEX (Martin Currie Emerging Markets Fund Class A) |
-12.63%
Jan 2021 – Jan 2024 |
-0.99%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACEX (Martin Currie Emerging Markets Fund Class A) |
21.84%
May 2023 – May 2026 |
4.80%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart