Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MELAX (EMERGING MARKETS LEADERS PORTFOLIO CLASS A) | 11.86% | 17.78% | 10.63% | -1.98% | 8.02% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MELAX (EMERGING MARKETS LEADERS PORTFOLIO CLASS A) | 01/09/2015 | 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 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 17.78 | 10.63 | -1.98 | 8.02 | NA | NA | … | … | 11.86 | 9.91 | 1.88 | 11.84 | -33.71 | 1.47 | 66.06 | 26.08 | -14.40 | 25.45 | 2.64 | -6.38 |
| Sharpe Ratio | NA | 0.83 | 0.49 | -0.22 | 0.33 | NA | NA | … | … | 1.22 | 0.47 | -0.35 | 0.52 | -1.23 | 0.06 | 2.01 | 1.96 | -1.03 | 3.05 | 0.16 | -0.48 |
| Standard Deviation(%) | NA | 17.63 | 15.90 | 19.61 | 19.81 | NA | NA | … | … | 23.69 | 15.24 | 13.48 | 14.70 | 28.65 | 24.63 | 32.60 | 12.56 | 15.27 | 8.17 | 14.79 | 13.79 |
| Draw Down(%) | NA | 15.18 | 21.97 | 44.80 | 47.09 | NA | NA | … | … | 15.18 | 12.99 | 11.71 | 11.12 | 38.85 | 20.92 | 32.14 | 7.11 | 25.06 | 3.91 | 13.60 | 16.65 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.02 | 2.95 | 1.98 | 1.49 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 18.39 | 4.29 | 0.29 | 0.73 | 0.10 | 1.07 |
Data as of 06/03/2026, Common starting date is 01/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MELAX (EMERGING MARKETS LEADERS PORTFOLIO CLASS A) |
-11.47%
Jan 2021 – Jan 2024 |
-3.60%
Mar 2021 – Mar 2026 |
4.38%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MELAX (EMERGING MARKETS LEADERS PORTFOLIO CLASS A) |
35.69%
Oct 2018 – Oct 2021 |
21.48%
Feb 2016 – Feb 2021 |
8.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart