Rize Ucits Icav - Emerging Market Internet and Ecommerce Ucits Etf (EMRJ.L) Total Returns
Growth of $10,000 chart
2022-04-05 to 2023-12-22 to
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $6,075.43 | -39.25% | -25.23% | $0.00 | 0.00% |
| Real * | $5,678.33 | -43.22% | -28.12% | $0.00 | 0.00% |
* Adjusted to Apr 2022 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 | -8.07% |
| Median Rolling Return | -7.37% |
| Best Rolling Return | +3.04% |
| Worst Rolling Return | -38.07% |
| % of Windows Positive | 5.5% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -45.55% |
| Drawdown Duration | 432 Trading Days (Unrecovered) |
| Sortino Ratio | -0.80 |
| Calmar Ratio | -0.50 |
| CVaR (5%) | -4.86% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2023 partial | -5.31% (-5.43% ann.) | $530.95 | $0.00 | $0.00 | $0.00 |
| 2022 partial | -35.84% (-45.26% ann.) | $3583.91 | $0.00 | $0.00 | $0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Inflation shock / duration crash / aggressive tightening partial | 2022-04-05 – 2022-11-09 | -39.49% | -56.90% | $3949.07 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | 2022-11-10 – 2023-12-22 | +0.19% | +0.17% | +$19.43 | $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.
DFEV
Dimensional Emerging Markets Value ETF
CAGR 12.85% Total 60.04% Final $16,004.37
2022-04-27 — 2026-03-18
FEMR.L
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF USD Acc
CAGR 4.59% Total 26.93% Final $12,693.39
2020-11-24 — 2026-03-18
SPYA.DE
State Street SPDR MSCI EM Asia UCITS ETF
CAGR 4.46% Total 91.10% Final €19,110.00
2011-05-16 — 2026-03-18