The investment seeks to track the investment results (before fees and expenses) of the S&P BMI Emerging Markets Low Volatility IndexTM (the underlying index). The fund will invest at least 90% of its total assets in the securities that comprise the underlying index. S&P Dow Jones Indices LLC (S&P DJI or the index provider) compiles, maintains and calculates the underlying index, which is designed to measure the performance of 200 of the least volatile stocks of the S&P Emerging Plus LargeMidCap Index.
|VWO||Vanguard FTSE Emerging Markets..||0.10 %||
|IEMG||iShares Core MSCI Emerging Mar..||0.13 %||
|EEM||iShares MSCI Emerging Markets ..||0.68 %||
|SCHE||Schwab Emerging Markets Equity..||0.11 %||
|SPEM||SPDR Portfolio Emerging Market..||0.11 %||
|GMM||SPDR Portfolio Emerging Market..||0.11 %||
|FNDE||Schwab Fundamental Emerging Ma..||0.39 %||
|GEM||Goldman Sachs ActiveBeta Emerg..||0.45 %||
|DEM||WisdomTree Emerging Markets Hi..||0.63 %||
|DGS||WisdomTree Emerging Markets Sm..||0.63 %||
|Market Performance vs.
Industry/Classification (Diversified Emerging Mkts)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||10.78%||92%||A-||68%||D+|
|Risk Adjusted Return||36.23%||35%||F||41%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.