Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MELSX (EMERGING MARKETS LEADERS PORTFOLIO CLASS IS) | 11.34% | 16.93% | 10.86% | -1.82% | 8.32% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MELSX (EMERGING MARKETS LEADERS PORTFOLIO CLASS IS) | 01/09/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | 16.93 | 10.86 | -1.82 | 8.32 | NA | NA | … | … | 11.34 | 10.37 | 2.23 | 12.28 | -33.42 | 1.85 | 66.53 | 26.73 | -14.03 | 26.01 | 3.10 | -6.04 |
| Sharpe Ratio | NA | 0.86 | 0.52 | -0.20 | 0.35 | NA | NA | … | … | 1.24 | 0.50 | -0.32 | 0.55 | -1.22 | 0.07 | 2.03 | 2.03 | -1.01 | 3.11 | 0.20 | -0.45 |
| Standard Deviation(%) | NA | 17.57 | 15.88 | 19.61 | 19.80 | NA | NA | … | … | 23.68 | 15.15 | 13.57 | 14.65 | 28.68 | 24.70 | 32.53 | 12.47 | 15.28 | 8.19 | 14.75 | 13.74 |
| Draw Down(%) | NA | 15.14 | 21.77 | 44.55 | 46.71 | NA | NA | … | … | 15.14 | 12.87 | 11.62 | 10.95 | 38.62 | 20.87 | 32.06 | 7.11 | 24.88 | 3.87 | 13.49 | 16.62 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.02 | 2.99 | 2.04 | 1.53 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 18.14 | 4.25 | 0.48 | 1.23 | 0.14 | 1.22 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MELSX (EMERGING MARKETS LEADERS PORTFOLIO CLASS IS) |
-11.13%
Jan 2021 – Jan 2024 |
-3.23%
Mar 2021 – Mar 2026 |
4.79%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MELSX (EMERGING MARKETS LEADERS PORTFOLIO CLASS IS) |
36.21%
Oct 2018 – Oct 2021 |
21.94%
Feb 2016 – Feb 2021 |
9.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart