Inception Date: 19/03/2007
Primary Benchmark: S&P Emerging BMI NR USD
Management Expense Ratio: 0.12 %
|VWO||Vanguard FTSE Emerging Markets||0.12 %||
|IEMG||iShares Core MSCI Emerging Mar..||0.14 %||
|EEM||iShares MSCI Emerging Index Fu..||0.67 %||
|SCHE||Schwab Emerging Markets Equity||0.13 %||
|EEMV||iShares Edge MSCI Min Vol Emer..||0.67 %||
|FNDE||Schwab Fundamental Emerging Ma..||0.39 %||
|DEM||WisdomTree Emerging Markets Hi..||0.63 %||
|GEM||Goldman Sachs ActiveBeta Emerg..||0.45 %||
|DGS||WisdomTree Emerging Market Sma..||0.63 %||
|PXH||Invesco FTSE RAFI Emerging Mar..||0.48 %||
|Market Performance vs.
Industry/Classification (Diversified Emerging Mkts)
|Market Performance vs. Exchange (NYSE Arca)|
|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)||3.69%||98%||A+||92%||A-|
|Risk Adjusted Return||-8.92%||12%||F||21%||F|
|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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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.
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 has under performed its peers on annual average total returns in the past 5 years.
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.