Columbia EM Core ex-China ETF (XCEM) Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$17,376
Total Return
73.76%
CAGR
11.69%
Dividends
$1,137.25
Yield on Cost
11.37%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.98% |
| Median | +0.83% |
| Best | +20.92% |
| Worst | -14.30% |
| % of Windows Positive | 57.9% |
1-Year (252 Trading Days)
| Average | +9.19% |
| Median | +10.16% |
| Best | +73.53% |
| Worst | -27.25% |
| % of Windows Positive | 73.1% |
3-Year (756 Trading Days)
| Average | +31.19% |
| Median | +23.71% |
| Best | +107.40% |
| Worst | -9.01% |
| % of Windows Positive | 85.2% |
Risk Metrics
| Maximum Drawdown | -29.93% |
| Average Drawdown | -9.00% |
| Drawdown Duration | 774 Trading Days |
| Sortino Ratio | 1.03 |
| Calmar Ratio | 0.39 |
| CVaR (5%) | -2.52% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +38.32% (+115.85% ann.) | +$3832.12 | $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 Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | September 2, 2015 – February 19, 2020 | +53.35% | +10.05% | +$5335.02 | $2358.76 | $471.75 | $3.78 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -35.70% | -99.35% | $3569.53 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +41.48% | +74.78% | +$4148.21 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +18.64% | +17.60% | +$1863.76 | $184.42 | $36.88 | $0.30 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -16.76% | -17.69% | $1675.58 | $198.23 | $39.64 | $0.32 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +27.25% | +13.89% | +$2725.43 | $380.31 | $76.06 | $0.61 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +72.42% | +37.63% | +$7241.91 | $647.49 | $129.50 | $1.03 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2015-12-29 | $0.5130 | 2.57% |
| 2016-12-23 | $0.2810 | 1.26% |
| 2017-12-15 | $2.3710 | 8.21% |
| 2018-12-21 | $0.7710 | 3.19% |
| 2019-12-20 | $0.5870 | 2.06% |
| 2020-12-18 | $0.4900 | 1.62% |
| 2021-12-20 | $0.6150 | 1.93% |
| 2022-12-19 | $0.6180 | 2.38% |
| 2023-12-18 | $0.3690 | 1.24% |
| 2024-12-18 | $0.8170 | 2.62% |
| 2025-12-18 | $1.2470 | 3.32% |
| Total | 11 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-12-20 | $183.45 | $36.69 | $0.29 | 4.7700 |
| 2022-12-19 | $187.29 | $37.46 | $0.30 | 5.8616 |
| 2023-12-18 | $113.99 | $22.80 | $0.18 | 3.0893 |
| 2024-12-18 | $254.91 | $50.98 | $0.41 | 6.8571 |
| 2025-12-18 | $397.62 | $79.53 | $0.63 | 8.6159 |
| Total | $1137.25 | $227.44 | $1.82 | 29.1939 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.