iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc) (EMEE.AS) Total Returns
Growth of $10,000 chart
2024-07-31 to 2026-03-18 to
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $14,367.84 | 43.68% | 24.92% | $0.00 | 0.00% |
| Real * | $13,758.35 | 37.58% | 21.64% | $0.00 | 0.00% |
* Adjusted to Jul 2024 purchasing power (US CPI-U) Taxes: $0.00 · Transaction costs: $0.00 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +30.71% |
| Median Rolling Return | +29.28% |
| Best Rolling Return | +51.84% |
| Worst Rolling Return | +18.09% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -15.88% |
| Drawdown Duration | 149 Trading Days |
| Sortino Ratio | 1.90 |
| Calmar Ratio | 1.48 |
| CVaR (5%) | -2.62% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.92% (+37.34% ann.) | +$691.77 | $0.00 | $0.00 | $0.00 |
| 2025 | +35.33% | +$3532.89 | $0.00 | $0.00 | $0.00 |
| 2024 partial | -0.70% (-1.66% ann.) | $69.95 | $0.00 | $0.00 | $0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | 2024-07-31 – 2024-09-17 | +0.38% | +2.90% | +$37.65 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +43.79% | +27.50% | +$4379.24 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| Total | 0 payments | $0.00 | $0.00 | $0.00 | 0.0000 |
No dividends in the selected period.
VTI
Vanguard Total Stock Market Index Fund ETF Shares
CAGR 8.92% Total 729.12% Final $82,911.88
2001-06-15 — 2026-03-18
DVYE
iShares Emerging Markets Dividend ETF
CAGR 1.53% Total 23.77% Final $12,376.52
2012-02-24 — 2026-03-18
FNDE
Schwab Fundamental Emerging Markets Equity ETF
CAGR 5.98% Total 107.66% Final $20,765.98
2013-08-15 — 2026-03-18