Analysis at 4/30/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -5.92% | 0.22% | -7.08% | 19.19% |
Analysis at 4/30/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 9.98% | 11.36% | 12.15% |
Negative volatility | 5.81% | 8.26% | 7.45% |
Sharpe | Neg | Neg | 0.24 |
Sortino | Neg | Neg | 0.38 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Wellington Emerging Market Development D $ Unh | 25.34% | 5.46% | -21.02% | -1.00% | 9.75% | -5.92% | |
Equity World (Emerging Markets) - Large & Mid Cap | 8.89% | 5.20% | -14.48% | 6.53% | 15.27% | -4.91% |