Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZEMAX (INVESTEC EMERGING MARKETS EQUITY FUND A SHARES) | 30.25% | 59.82% | 28.98% | 9.27% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZEMAX (INVESTEC EMERGING MARKETS EQUITY FUND A SHARES) | 11/29/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 59.82 | 28.98 | 9.27 | NA | NA | NA | … | … | 30.25 | 17.37 | 12.56 | 10.17 | -21.86 | -0.97 | 14.43 | 20.26 | -3.97 |
| Sharpe Ratio | NA | 3.19 | 1.57 | 0.41 | NA | NA | NA | … | … | 3.66 | 0.67 | 0.61 | 0.47 | -1.14 | -0.06 | 0.47 | 1.38 | -2.27 |
| Standard Deviation(%) | NA | 18.06 | 16.61 | 17.15 | NA | NA | NA | … | … | 23.86 | 22.06 | 14.62 | 13.84 | 20.53 | 16.60 | 30.32 | 13.57 | 18.43 |
| Draw Down(%) | NA | 13.07 | 15.52 | 38.14 | NA | NA | NA | … | … | 13.07 | 15.66 | 11.68 | 12.85 | 33.14 | 16.87 | 34.89 | 11.40 | 7.77 |
| Yield(%) | 0.00 | 16.88 | 7.59 | 4.56 | 3.60 | 2.40 | 1.80 | … | … | 0.00 | 18.90 | 0.00 | 0.13 | 1.39 | 7.22 | 0.97 | 2.96 | 0.13 |
Data as of 06/04/2026, Common starting date is 11/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZEMAX (INVESTEC EMERGING MARKETS EQUITY FUND A SHARES) |
-7.67%
Jan 2021 – Jan 2024 |
0.67%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZEMAX (INVESTEC EMERGING MARKETS EQUITY FUND A SHARES) |
30.21%
May 2023 – May 2026 |
9.58%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart