Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEMZX (EMERGING MARKETS EQUITY FUND INVESTOR) | 23.76% | 48.17% | 22.90% | 7.12% | 9.54% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEMZX (EMERGING MARKETS EQUITY FUND INVESTOR) | 11/04/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.33 | 48.17 | 22.90 | 7.12 | 9.54 | NA | NA | … | … | 23.76 | 34.54 | 7.99 | 10.68 | -21.61 | -2.17 | 21.59 | 19.63 | -20.49 | 35.37 | 13.35 | -19.25 | -2.42 | -2.01 |
| Sharpe Ratio | NA | 2.19 | 1.14 | 0.20 | 0.42 | NA | NA | … | … | 2.03 | 1.93 | 0.31 | 0.51 | -1.12 | -0.09 | 0.72 | 1.28 | -1.20 | 3.68 | 0.75 | -1.09 | -0.19 | -1.13 |
| Standard Deviation(%) | NA | 20.32 | 17.24 | 19.29 | 19.11 | NA | NA | … | … | 27.27 | 16.50 | 14.26 | 13.85 | 20.68 | 24.33 | 29.49 | 14.15 | 18.34 | 9.46 | 17.61 | 17.68 | 12.57 | 10.93 |
| Draw Down(%) | NA | 14.26 | 17.53 | 39.11 | 40.52 | NA | NA | … | … | 14.26 | 14.62 | 10.09 | 12.55 | 32.97 | 17.04 | 33.36 | 11.80 | 29.88 | 4.45 | 12.40 | 27.92 | 18.02 | 4.32 |
| Yield(%) | 0.00 | 4.39 | 2.93 | 3.49 | 3.63 | 2.22 | 1.67 | … | … | 0.00 | 4.94 | 1.53 | 2.06 | 1.43 | 11.28 | 1.07 | 2.65 | 0.23 | 1.03 | 1.78 | 0.00 | 4.37 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEMZX (EMERGING MARKETS EQUITY FUND INVESTOR) |
-7.57%
Jan 2021 – Jan 2024 |
-4.09%
Oct 2017 – Oct 2022 |
1.73%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEMZX (EMERGING MARKETS EQUITY FUND INVESTOR) |
26.41%
May 2023 – May 2026 |
14.56%
Feb 2016 – Feb 2021 |
10.41%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart