Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMRYX (EMERGING MARKETS FUND CLASS Y) | 17.30% | 35.87% | 17.78% | 0.27% | 6.18% | 3.76% | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMRYX (EMERGING MARKETS FUND CLASS Y) | 05/04/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.20 | 35.87 | 17.78 | 0.27 | 6.18 | 3.76 | NA | … | … | 17.30 | 29.36 | 0.07 | 11.15 | -24.85 | -18.38 | 16.86 | 30.07 | -23.03 | 50.56 | -0.19 | -12.55 | 0.14 | 12.38 | 28.93 | -26.58 | 24.68 |
| Sharpe Ratio | NA | 1.53 | 0.82 | -0.15 | 0.24 | NA | NA | … | … | 1.33 | 1.57 | -0.47 | 0.48 | -1.10 | -0.98 | 0.58 | 2.13 | -1.33 | 5.48 | -0.02 | -0.76 | 0.01 | 1.02 | 1.95 | -1.08 | 1.98 |
| Standard Deviation(%) | NA | 21.20 | 17.79 | 19.04 | 18.75 | NA | NA | … | … | 28.53 | 17.20 | 13.89 | 14.53 | 24.02 | 18.80 | 28.49 | 13.49 | 18.43 | 9.15 | 16.36 | 16.47 | 11.08 | 12.09 | 14.97 | 24.63 | 19.76 |
| Draw Down(%) | NA | 14.57 | 18.98 | 49.54 | 53.74 | NA | NA | … | … | 14.57 | 14.59 | 11.51 | 13.12 | 35.60 | 29.44 | 34.80 | 9.78 | 32.71 | 4.94 | 15.32 | 23.34 | 12.48 | 15.36 | 15.50 | 32.91 | 12.08 |
| Yield(%) | 0.00 | 1.29 | 1.60 | 1.08 | 1.39 | 0.96 | 0.90 | … | … | 0.00 | 1.46 | 1.53 | 1.78 | 3.16 | 0.09 | 0.17 | 2.50 | 0.44 | 0.59 | 0.13 | 0.01 | 0.00 | 0.48 | 0.00 | 0.94 | 0.33 |
Data as of 06/09/2026, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMRYX (EMERGING MARKETS FUND CLASS Y) |
-14.29%
Jan 2021 – Jan 2024 |
-7.84%
Oct 2017 – Oct 2022 |
-0.59%
Oct 2013 – Oct 2023 |
2.57%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMRYX (EMERGING MARKETS FUND CLASS Y) |
21.09%
May 2023 – May 2026 |
15.81%
Feb 2016 – Feb 2021 |
7.70%
Sep 2011 – Sep 2021 |
3.93%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart