Columbia EM Core ex-China ETF (XCEM) Total Returns
Growth of $10,000 chart
2021-03-18 to 2026-03-18 to
$
%
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $14,353.86 | 43.54% | 7.50% | $1,204.63 | 12.05% |
| Real * | $11,614.28 | 16.14% | 3.04% | $1,030.38 | 10.30% |
* Adjusted to Mar 2021 purchasing power (US CPI-U) Taxes: $240.92 · Transaction costs: $1.92 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +5.74% |
| Median Rolling Return | +8.70% |
| Best Rolling Return | +55.84% |
| Worst Rolling Return | -27.25% |
| % of Windows Positive | 67.8% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -29.93% |
| Drawdown Duration | 774 Trading Days |
| Sortino Ratio | 0.72 |
| Calmar Ratio | 0.29 |
| CVaR (5%) | -2.44% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.87% (+43.26% ann.) | +$787.28 | $0.00 | $0.00 | $0.00 |
| 2025 | +33.10% | +$3309.63 | $421.29 | $84.26 | $0.67 |
| 2024 | -0.06% | $6.43 | $269.90 | $53.98 | $0.43 |
| 2023 | +19.66% | +$1965.84 | $144.42 | $28.88 | $0.23 |
| 2022 | -17.99% | $1798.92 | $194.60 | $38.92 | $0.31 |
| 2021 | +7.48% | +$747.78 | $204.86 | $40.97 | $0.33 |
| 2020 | +9.12% | +$912.13 | $175.78 | $35.16 | $0.28 |
| 2019 | +19.24% | +$1924.10 | $246.95 | $49.39 | $0.40 |
| 2018 | -11.83% | $1183.19 | $278.64 | $55.73 | $0.44 |
| 2017 | +31.13% | +$3113.36 | $1049.12 | $209.82 | $1.68 |
| 2016 | +14.14% | +$1413.78 | $140.50 | $28.10 | $0.23 |
| 2015 partial | +1.14% (+3.50% ann.) | +$113.77 | $254.21 | $50.84 | $0.41 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | 2015-09-02 – 2020-02-19 | +53.35% | +10.05% | +$5335.02 | $2358.76 | $471.75 | $3.78 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -35.70% | -99.35% | $3569.53 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +41.48% | +74.78% | +$4148.21 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +18.64% | +17.60% | +$1863.76 | $184.42 | $36.88 | $0.30 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -16.76% | -17.69% | $1675.58 | $198.23 | $39.64 | $0.32 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +27.25% | +13.89% | +$2725.43 | $380.31 | $76.06 | $0.61 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +34.46% | +21.91% | +$3446.48 | $647.49 | $129.50 | $1.03 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2021-12-20 | $0.6150 | 1.93% | $194.31 | $38.86 | $0.31 | 5.0526 |
| 2022-12-19 | $0.6180 | 2.38% | $198.38 | $39.67 | $0.32 | 6.2089 |
| 2023-12-18 | $0.3690 | 1.24% | $120.74 | $24.15 | $0.19 | 3.2723 |
| 2024-12-18 | $0.8170 | 2.62% | $270.01 | $54.00 | $0.43 | 7.2633 |
| 2025-12-18 | $1.2470 | 3.32% | $421.18 | $84.24 | $0.67 | 9.1263 |
| Total | 5 payments | $1204.63 | $240.92 | $1.92 | 30.9234 |
H41E.DE
HSBC MSCI Emerging Markets Value Screened UCITS ETF USD Acc
CAGR 18.60% Total 74.75% Final €17,474.71
2022-12-09 — 2026-03-18
XMME.DE
Xtrackers MSCI Emerging Markets UCITS ETF 1C
CAGR 5.23% Total 56.17% Final €15,617.13
2017-06-21 — 2026-03-18
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
CAGR 4.10% Total 78.41% Final $17,841.27
2011-10-20 — 2026-03-18