Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMSPX (EMERGING MARKETS BREAKOUT NATIONS PORTFOLIO CLASS IS) | NA | -9.49% | -6.03% | NA | NA | NA | NA | … | … |
Data as of 12/11/2020, Common starting date is 12/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMSPX (EMERGING MARKETS BREAKOUT NATIONS PORTFOLIO CLASS IS) | 12/16/2016 | 12/11/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.49 | -6.03 | NA | NA | NA | NA | … | … | -12.93 | 11.75 | -17.09 | 21.88 | 1.90 |
| Sharpe Ratio | NA | -0.34 | -0.36 | NA | NA | NA | NA | … | … | -0.46 | 0.90 | -1.28 | 2.78 | 6.21 |
| Standard Deviation(%) | NA | 28.94 | 19.78 | NA | NA | NA | NA | … | … | 29.63 | 11.48 | 14.35 | 7.67 | 9.72 |
| Draw Down(%) | NA | 39.52 | 48.03 | NA | NA | NA | NA | … | … | 39.52 | 10.24 | 27.05 | 2.87 | 1.20 |
| Yield(%) | 0.00 | 0.94 | 2.08 | 1.52 | 0.76 | 0.51 | 0.38 | … | … | 0.05 | 0.94 | 1.28 | 4.97 | 0.00 |
Data as of 12/11/2020, Common starting date is 12/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMSPX (EMERGING MARKETS BREAKOUT NATIONS PORTFOLIO CLASS IS) |
-10.77%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMSPX (EMERGING MARKETS BREAKOUT NATIONS PORTFOLIO CLASS IS) |
1.32%
Jan 2017 – Jan 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart