Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWEMX (THOMAS WHITE EMERGING MARKETS FUND INVESTOR CLASS) | NA | -8.79% | -4.84% | 5.31% | -0.56% | NA | NA | 1.15% |
Data as of 02/19/2021, AR inception is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWEMX (THOMAS WHITE EMERGING MARKETS FUND INVESTOR CLASS) | 07/07/2010 | 02/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.79 | -4.84 | 5.31 | -0.56 | NA | NA | 1.15 | 0.00 | -12.30 | 22.40 | -15.83 | 28.78 | 2.18 | -13.11 | -7.32 | -2.83 | 19.94 | -19.35 | 24.60 |
| Sharpe Ratio | NA | -2.02 | -0.44 | 0.33 | -0.07 | NA | NA | 0.04 | 0.00 | -1.64 | 1.47 | -0.90 | 2.98 | 0.12 | -0.80 | -0.60 | -0.21 | 1.29 | -0.74 | 3.43 |
| Standard Deviation(%) | NA | 4.41 | 13.76 | 13.62 | 15.87 | NA | NA | 15.89 | NA | 7.60 | 14.26 | 19.02 | 9.47 | 17.05 | 16.43 | 12.13 | 13.96 | 15.51 | 26.29 | 16.43 |
| Draw Down(%) | NA | 8.79 | 23.46 | 26.15 | 37.04 | NA | NA | 37.04 | 0.00 | 14.77 | 12.37 | 26.15 | 5.26 | 12.80 | 25.75 | 16.59 | 18.04 | 15.90 | 30.03 | 7.24 |
| Yield(%) | 0.00 | 0.00 | 0.96 | 1.43 | 0.90 | 0.71 | 0.53 | 1.07 | 0.00 | 0.00 | 2.42 | 0.97 | 1.76 | 0.94 | 0.87 | 1.04 | 0.75 | 1.68 | 0.00 | 0.00 |
Data as of 02/19/2021, AR inception is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWEMX (THOMAS WHITE EMERGING MARKETS FUND INVESTOR CLASS) |
-10.93%
Feb 2013 - Feb 2016 |
-6.26%
Feb 2011 - Feb 2016 |
-1.05%
Dec 2010 - Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWEMX (THOMAS WHITE EMERGING MARKETS FUND INVESTOR CLASS) |
9.91%
Feb 2016 - Feb 2019 |
4.93%
Jan 2016 - Jan 2021 |
0.80%
Aug 2010 - Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart