The Emerging Markets Fund Manager Performance Evaluation

HCEMX Fund  USD 23.67  0.24  1.00%   
The fund shows a Beta (market volatility) of 0.16, which means not very significant fluctuations relative to the market. As returns on the market increase, Emerging Markets' returns are expected to increase less than the market. However, during the bear market, the loss of holding Emerging Markets is expected to be smaller as well.

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in The Emerging Markets are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Emerging Markets is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
1
These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons
12/18/2025
2
Cathie Woods ARK Funds Have Crushed the Market This Year. Whats Shes Buying Now. - Barrons
12/30/2025
  

Emerging Markets Relative Risk vs. Return Landscape

If you would invest  2,354  in The Emerging Markets on October 23, 2025 and sell it today you would earn a total of  13.00  from holding The Emerging Markets or generate 0.55% return on investment over 90 days. The Emerging Markets is currently producing 0.0132% returns and takes up 0.9029% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Emerging, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Emerging Markets is expected to generate 4.86 times less return on investment than the market. In addition to that, the company is 1.23 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of volatility.

Emerging Markets Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Emerging Markets' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Emerging Markets, and traders can use it to determine the average amount a Emerging Markets' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0147

High ReturnsBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsHCEMX
Based on monthly moving average Emerging Markets is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Emerging Markets by adding it to a well-diversified portfolio.

About Emerging Markets Performance

Evaluating Emerging Markets' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Emerging Markets has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Emerging Markets has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Emerging Markets is entity of United States. It is traded as Fund on NMFQS exchange.

Things to note about Emerging Markets performance evaluation

Checking the ongoing alerts about Emerging Markets for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Emerging Markets' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Emerging Markets' mutual fund performance include:
  • Analyzing Emerging Markets' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Emerging Markets' stock is overvalued or undervalued compared to its peers.
  • Examining Emerging Markets' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Emerging Markets' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Emerging Markets' management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Emerging Markets' mutual fund. These opinions can provide insight into Emerging Markets' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Emerging Markets' mutual fund performance is not an exact science, and many factors can impact Emerging Markets' mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Emerging Mutual Fund

Emerging Markets financial ratios help investors to determine whether Emerging Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Emerging with respect to the benefits of owning Emerging Markets security.
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
AI Portfolio Prophet
Use AI to generate optimal portfolios and find profitable investment opportunities
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets