Emerging Markets Equities (EEM)
Emerging Markets Equities is an investment focused on stocks of companies in developing or emerging economies. These markets often show higher growth potential but come with higher risk due to factors like political instability, currency fluctuations, and less developed regulatory frameworks. Investors may include Emerging Markets Equities in their portfolio for diversification and potential long-term growth opportunities, but it's important to carefully consider the associated risks.
Performance & Returns
Total Return by Period
Updated: Nov 06, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| -0.74% | -1.30% | 1.45% | 10.66% | 22.15% | 51.05% | 14.15% | 58.95% |
Total Return by Year
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 6.53% | 8.93% | -20.51% | -3.56% | 16.86% | 18.09% | -15.22% | 37.20% | 10.87% | -16.06% |
10 Year Performance
| Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|
| 58.95% | 6.76% | 4.75% | -69.81% | 0.18 | 0.24 | 0.10 | 0.20 |
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| iShares MSCI Emerging Markets ETF | EEM | 100.0 |
Total Return Graph
No Taxes, No Rebalancing.
Comparisons with Other Portfolios
- Emerging Markets Equities (EEM) vs Bill Schultheis Coffeehouse Portfolio
- Emerging Markets Equities (EEM) vs Harry Brown Permanent Portfolio
- Emerging Markets Equities (EEM) vs William Bernstein's Coward Portfolio
- Emerging Markets Equities (EEM) vs David Swensen Unconventional Success Portfolio
- Emerging Markets Equities (EEM) vs Ray Dalio All Weather Portfolio