Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEMRX (EMERGING MARKETS FUND R CLASS) | 24.62% | 52.66% | 23.93% | 4.60% | 9.08% | 5.32% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEMRX (EMERGING MARKETS FUND R CLASS) | 10/03/2007 | 06/10/2026 |
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.62 | 52.66 | 23.93 | 4.60 | 9.08 | 5.32 | NA | … | … | 24.62 | 33.83 | 10.92 | 4.96 | -28.55 | -6.46 | 24.42 | 21.32 | -19.59 | 45.32 | 6.88 | -8.66 | -2.09 | -0.23 | 24.28 | -22.06 | 17.35 | 68.33 | -60.02 | 3.09 |
| Sharpe Ratio | NA | 2.43 | 1.22 | 0.11 | 0.39 | NA | NA | … | … | 2.27 | 1.85 | 0.31 | 0.05 | -1.31 | -0.36 | 0.74 | 1.43 | -1.11 | 4.33 | 0.40 | -0.49 | -0.17 | -0.02 | 1.51 | -0.74 | 0.75 | 2.12 | -1.27 | 0.36 |
| Standard Deviation(%) | NA | 21.59 | 17.78 | 18.65 | 19.40 | NA | NA | … | … | 28.81 | 17.01 | 14.13 | 15.18 | 22.86 | 17.89 | 32.36 | 13.91 | 18.86 | 10.38 | 16.76 | 17.72 | 12.09 | 13.77 | 16.20 | 29.68 | 23.03 | 32.17 | 47.99 | 31.05 |
| Draw Down(%) | NA | 13.37 | 16.80 | 43.93 | 47.97 | NA | NA | … | … | 13.37 | 15.07 | 9.25 | 16.83 | 38.42 | 20.22 | 32.86 | 9.72 | 29.95 | 5.71 | 11.69 | 24.82 | 13.75 | 16.41 | 15.66 | 33.26 | 19.13 | 23.37 | 68.75 | 13.16 |
| Yield(%) | 0.00 | 0.82 | 0.70 | 0.58 | 0.74 | 0.47 | 0.79 | … | … | 0.00 | 0.90 | 0.23 | 0.86 | 1.73 | 0.03 | 0.77 | 0.00 | 0.50 | 0.00 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.17 | 2.01 | 9.06 |
Data as of 06/10/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEMRX (EMERGING MARKETS FUND R CLASS) |
-12.75%
Jan 2021 – Jan 2024 |
-6.02%
Nov 2007 – Nov 2012 |
0.39%
Nov 2007 – Nov 2017 |
-1.00%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEMRX (EMERGING MARKETS FUND R CLASS) |
28.85%
May 2023 – May 2026 |
17.26%
Feb 2009 – Feb 2014 |
10.55%
Feb 2009 – Feb 2019 |
6.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart