Global X Emerging Markets ex-China ETF (EMM) Total Returns
Growth of $10,000 chart
2023-05-15 to 2026-03-18 to
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $14,511.37 | 45.11% | 14.00% | $274.49 | 2.74% |
| Real * | $13,442.23 | 34.42% | 10.97% | $262.02 | 2.62% |
* Adjusted to May 2023 purchasing power (US CPI-U) Taxes: $54.90 · Transaction costs: $0.44 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +12.78% |
| Median Rolling Return | +10.72% |
| Best Rolling Return | +54.41% |
| Worst Rolling Return | -16.42% |
| % of Windows Positive | 89.6% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -22.06% |
| Drawdown Duration | 239 Trading Days |
| Sortino Ratio | 1.19 |
| Calmar Ratio | 0.66 |
| CVaR (5%) | -2.55% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +5.83% (+30.82% ann.) | +$582.65 | $0.00 | $0.00 | $0.00 |
| 2025 | +29.96% | +$2996.20 | $115.86 | $23.17 | $0.19 |
| 2024 | +2.18% | +$218.36 | $81.60 | $16.32 | $0.13 |
| 2023 partial | +3.26% (+5.27% ann.) | +$325.62 | $67.98 | $13.60 | $0.11 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | 2023-05-15 – 2024-09-17 | +10.38% | +7.62% | +$1037.85 | $100.77 | $20.16 | $0.16 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +31.39% | +20.04% | +$3139.37 | $157.30 | $31.46 | $0.25 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2023-12-28 | $0.1730 | 0.66% | $67.98 | $13.60 | $0.11 | 2.0848 |
| 2024-06-27 | $0.0830 | 0.29% | $32.79 | $6.56 | $0.05 | 0.9221 |
| 2024-12-30 | $0.1300 | 0.48% | $51.47 | $10.29 | $0.08 | 1.5452 |
| 2025-06-27 | $0.1060 | 0.35% | $42.13 | $8.43 | $0.07 | 1.1163 |
| 2025-12-30 | $0.2010 | 0.59% | $80.12 | $16.02 | $0.13 | 1.8836 |
| Total | 5 payments | $274.49 | $54.90 | $0.44 | 7.5521 |
HQWD.L
HSBC Plus World Equity Income Quant Active UCITS ETF USD Distributing
CAGR 18.37% Total 13.54% Final $11,354.04
2025-06-16 — 2026-03-18
XZEM.DE
Xtrackers MSCI Emerging Markets ESG UCITS ETF 1C
CAGR 4.98% Total 36.58% Final €13,658.12
2019-10-18 — 2026-03-18
EMEE.AS
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc)
CAGR 24.92% Total 43.68% Final $14,367.84
2024-07-31 — 2026-03-18