It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
VMMSX: VANGUARD EMERGING MARKETS SELECT STOCK FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 31.67 1.62(4.87%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 06/27/2011 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 2.78% |
| Expenses | 0.78% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.8 | 12.8 | 36.9 | 19.4 | 5.3 | 9.9 | 5.5 | 35.7 | 5.9 | 10.6 | -18.1 | -1.4 | 15.8 | 21.4 | -12.5 | 32.0 | 16.9 | -15.3 | -6.6 | 1.0 | 22.6 | -17.7 |
| Sharpe Ratio | NA | 1.33 | 1.96 | 0.98 | 0.15 | 0.45 | 0.24 | 2.01 | 0.15 | 0.49 | -0.84 | -0.08 | 0.49 | 1.48 | -0.82 | 3.4 | 0.92 | -0.86 | -0.53 | 0.07 | 1.44 | -0.99 |
| Draw Down(%) | NA | 13.5 | 13.5 | 18.4 | 37.4 | 38.8 | 39.3 | 15.2 | 11.9 | 12.7 | 32.0 | 16.3 | 37.7 | 11.5 | 24.9 | 4.3 | 13.5 | 27.4 | 20.9 | 15.6 | 16.6 | 28.0 |
| Standard Deviation(%) | NA | 22.6 | 17.5 | 16.5 | 17.9 | 18.5 | 18.4 | 16.4 | 15.1 | 14.4 | 23.5 | 16.9 | 31.4 | 13.4 | 17.0 | 9.3 | 18.0 | 17.9 | 12.5 | 13.6 | 15.8 | 31.7 |
| Treynor Ratio | NA | 0.26 | 0.3 | 0.14 | 0.02 | 0.08 | 0.04 | 0.3 | 0.02 | 0.06 | -0.17 | -0.01 | 0.14 | 0.19 | -0.14 | 0.31 | 0.16 | -0.16 | -0.07 | 0.01 | 0.24 | -0.33 |
| Alpha | NA | 0.03 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | -0.03 | 0.02 | 0.02 | -0.01 |
| Beta | NA | 1.16 | 1.14 | 1.13 | 1.13 | 1.1 | 1.05 | 1.09 | 1.15 | 1.14 | 1.15 | 1.03 | 1.12 | 1.06 | 1.01 | 1.01 | 1.02 | 0.97 | 0.95 | 0.95 | 0.95 | 0.96 |
| RSquared | NA | 0.94 | 0.94 | 0.94 | 0.95 | 0.96 | 0.96 | 0.95 | 0.94 | 0.96 | 0.97 | 0.96 | 0.98 | 0.97 | 0.98 | 0.93 | 0.97 | 0.98 | 0.97 | 0.97 | 0.97 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 3.1 | 3.5 | 3.2 | 2.9 | 6.2 | 1.2 | 2.4 | 2.1 | 2.0 | 1.7 | 1.5 | 1.3 | 1.3 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -7.9 | 12.2 | -12.0 | -57.0 | 501.8 | -41.5 | -4.2 | 39.2 | 40.1 | -10.2 | 8.8 | -1.1 | 13.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) (99%)
- GEMMX (GMO EMERGING MARKETS FUND CLASS VI) (97%)
- EMGYX (WELLS FARGO EMERGING MARKETS EQUITY FUND ADMINISTRATOR CLASS) (96%)
- DFEVX (EMERGING MARKETS VALUE PORTFOLIO EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS) (96%)
- HIEMX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS I) (95%)
- AOTIX (ALLIANZGI EMERGING MARKETS OPPORTUNITIES FUND INSTITUTIONAL) (95%)
- DEMSX (EMERGING MARKETS SMALL CAP PORTFOLIO EMERGING MARKETS SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS) (95%)
- RNWFX (NEW WORLD FUND INC CLASS R-5) (94%)
- DFCEX (EMERGING MARKETS CORE EQUITY PORTFOLIO EMERGING MARKETS CORE EQUITY PORTFOLIO - INSTITUTIONAL CLASS) (93%)
- IJEMX (VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO CLASS I) (93%)
Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) (100%)
- BKF (iShares MSCI BIC ETF) (99%)
- DEM (WisdomTree Emerging Markets High Dividend Fund) (99%)
- DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) (98%)
- PIE (Invesco Dorsey Wright Emerging Markets Momentum ETF) (98%)
- PXH (Invesco FTSE RAFI Emerging Markets ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (42%)
- EMIF (iShares Emerging Markets Infrastructure ETF) (41%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) 4.54% (100%)
- IHD (Voya Emerging Markets High Dividend Equity Fund) 1.51% (35%)
