Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMBX | 3.13% | 13.72% | 10.39% | -32.70% | -15.48% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMBX | 07/09/2012 | 06/09/2026 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 13.72 | 10.39 | -32.70 | -15.48 | NA | NA | … | … | 3.13 | 18.82 | 3.11 | -87.46 | -7.21 | -4.29 | 11.58 | 13.10 | -6.21 | 11.97 | 6.45 | -13.38 | 2.07 | -4.27 | 9.83 |
| Sharpe Ratio | NA | 1.85 | 1.30 | -0.36 | -0.25 | NA | NA | … | … | 0.53 | 3.29 | -0.10 | -0.42 | -1.02 | -0.94 | 0.87 | 2.34 | -1.77 | 2.29 | 1.43 | -2.31 | 0.40 | -0.64 | 4.34 |
| Standard Deviation(%) | NA | 5.82 | 5.46 | 97.78 | 69.29 | NA | NA | … | … | 7.36 | 4.86 | 4.91 | 218.84 | 8.54 | 4.58 | 12.93 | 4.97 | 4.32 | 4.96 | 4.37 | 5.81 | 5.17 | 6.71 | 5.00 |
| Draw Down(%) | NA | 5.15 | 7.04 | 90.12 | 90.12 | NA | NA | … | … | 5.15 | 3.83 | 5.12 | 89.18 | 19.42 | 6.24 | 25.12 | 5.99 | 10.00 | 3.70 | 4.63 | 15.71 | 10.34 | 14.93 | 1.61 |
| Yield(%) | 0.00 | 37.31 | 17.84 | 2.84 | 4.58 | 3.83 | 2.88 | … | … | 2.24 | 20.37 | 7.87 | 0.81 | 7.00 | 4.99 | 6.81 | 8.21 | 6.33 | 7.94 | 4.04 | 5.58 | 6.35 | 5.79 | 2.35 |
Data as of 06/09/2026, Common starting date is 07/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMBX (EMBX) |
-52.12%
Oct 2020 – Oct 2023 |
-34.61%
Mar 2018 – Mar 2023 |
-19.23%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMBX (EMBX) |
11.45%
Feb 2023 – Feb 2026 |
7.13%
Dec 2015 – Dec 2020 |
0.99%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart