Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZEMIX (INVESTEC EMERGING MARKETS EQUITY FUND I SHARES) | 30.25% | 59.79% | 29.04% | 9.02% | 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 |
|---|---|---|
| ZEMIX (INVESTEC EMERGING MARKETS EQUITY FUND I 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 (%) | 0.68 | 59.79 | 29.04 | 9.02 | NA | NA | NA | … | … | 30.25 | 16.42 | 12.78 | 10.49 | -23.11 | -0.74 | 14.67 | 20.51 | -3.95 |
| Sharpe Ratio | NA | 3.18 | 1.57 | 0.40 | NA | NA | NA | … | … | 3.66 | 0.61 | 0.62 | 0.50 | -1.20 | -0.05 | 0.48 | 1.40 | -2.26 |
| Standard Deviation(%) | NA | 18.11 | 16.62 | 17.17 | NA | NA | NA | … | … | 23.95 | 22.50 | 14.70 | 13.74 | 20.58 | 16.54 | 30.21 | 13.56 | 18.45 |
| Draw Down(%) | NA | 13.12 | 15.47 | 37.92 | NA | NA | NA | … | … | 13.12 | 16.27 | 11.66 | 12.75 | 33.03 | 16.78 | 34.86 | 11.39 | 7.67 |
| Yield(%) | 0.00 | 17.61 | 8.97 | 5.04 | 4.00 | 2.67 | 2.00 | … | … | 0.00 | 19.70 | 1.64 | 2.44 | 0.92 | 7.46 | 1.21 | 3.22 | 0.15 |
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 |
|---|---|---|---|---|
| ZEMIX (INVESTEC EMERGING MARKETS EQUITY FUND I SHARES) |
-8.02%
Jan 2021 – Jan 2024 |
0.54%
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 |
|---|---|---|---|---|
| ZEMIX (INVESTEC EMERGING MARKETS EQUITY FUND I SHARES) |
30.30%
May 2023 – May 2026 |
9.34%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart