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ISIN
US2908861006
Inception Date
May 29, 1986
Min. Investment
$1,000,000
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

EMRGX Performance Chart

Emerging Markets Growth Fund, Inc. (EMRGX) is up 24.0% since the beginning of the year. EMRGX is currently trading at $10 per share. Investors who bought $1,000 worth of EMRGX shares 5 years ago would now be looking at an investment worth $1,238.


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S&P 500 Index

Returns By Period

Emerging Markets Growth Fund, Inc. (EMRGX) has returned 24.00% so far this year and 43.40% over the past 12 months. Over the last ten years, EMRGX has returned 9.66% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Emerging Markets Growth Fund, Inc.

1D
1.35%
1M
5.85%
YTD
24.00%
6M
25.33%
1Y
43.40%
3Y*
17.45%
5Y*
4.37%
10Y*
9.66%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMRGX Monthly Returns History

Based on dividend-adjusted daily data since Nov 3, 2014, EMRGX's average daily return is +0.03%, while the average monthly return is +0.60%. At this rate, an investment would double in approximately 9.7 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2022 with a return of +14.4%, while the worst month was Mar 2020 at -17.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 14 months.

On a daily basis, EMRGX closed higher 50% of trading days. The best single day was Mar 16, 2022 with a return of +7.3%, while the worst single day was Mar 16, 2020 at -10.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.21%4.30%-10.68%11.95%8.46%2.24%24.00%
20252.24%0.00%1.75%2.73%4.76%5.07%0.38%2.41%6.06%2.45%-1.25%1.39%31.55%
2024-5.44%6.55%1.35%-2.37%0.76%1.35%0.45%2.51%6.05%-5.03%-1.57%-2.76%1.06%
20239.97%-6.73%0.94%1.71%-2.44%4.38%5.85%-6.66%-3.95%-3.00%7.33%2.02%8.09%
2022-4.78%-7.53%-3.66%-8.17%-0.31%-2.77%-0.32%-1.27%-9.49%-1.42%14.41%-0.73%-24.69%
20212.34%2.60%-1.52%2.06%3.03%1.18%-4.65%1.73%-1.90%-0.51%-3.68%-1.05%-0.73%

Benchmark Metrics

Emerging Markets Growth Fund, Inc. has an annualized alpha of -1.87%, beta of 0.71, and R2 of 0.49 versus S&P 500 Index. Calculated based on daily prices since November 03, 2014.

  • This fund participated in 93.67% of S&P 500 Index downside but only 70.12% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.49 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-1.87%
Beta
0.71
0.49
Upside Capture
70.12%
Downside Capture
93.67%

Expense Ratio

EMRGX has an expense ratio of 0.76%, placing it in the medium range.


Return for Risk

Risk / Return Rank

EMRGX ranks 75 for risk / return — better than 75% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


EMRGX Risk / Return Rank: 7575
Overall Rank
EMRGX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
EMRGX Sortino Ratio Rank: 7676
Sortino Ratio Rank
EMRGX Omega Ratio Rank: 7979
Omega Ratio Rank
EMRGX Calmar Ratio Rank: 7474
Calmar Ratio Rank
EMRGX Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Emerging Markets Growth Fund, Inc. (EMRGX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EMRGXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.46

Sortino ratioReturn per unit of downside risk

+0.56

Omega ratioGain probability vs. loss probability

1.47

1.37

+0.10

Calmar ratioReturn relative to maximum drawdown

3.18

2.78

+0.39

Martin ratioReturn relative to average drawdown

12.11

12.44

-0.33

Dividends

Dividend History

Emerging Markets Growth Fund, Inc. provided a 3.20% dividend yield over the last twelve months, with an annual payout of $0.34 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.20$0.40$0.60$0.80$1.00201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.34$0.34$0.00$0.10$0.08$0.94$0.62$0.49$0.16$0.09

Dividend yield

3.20%3.96%0.00%1.51%1.34%11.22%6.63%5.89%2.21%1.11%

Monthly Dividends

The table displays the monthly dividend distributions for Emerging Markets Growth Fund, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.34
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.10
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.08
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.94$0.94

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Emerging Markets Growth Fund, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Emerging Markets Growth Fund, Inc. was 42.84%, occurring on Oct 24, 2022. Recovery took 813 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-42.84%Oct 2022
1y 8mo3y 3mo
4y 11moFeb 2021 - Jan 2026
2016 bear market2016
-38.17%Jan 2016
1y 1mo1y 6mo
2y 7moNov 2014 - Jul 2017
COVID crash2020
-33.53%Mar 2020
2mo 2d5mo 4d
7mo 6dJan 2020 - Aug 2020
Rate-hike selloffLate 2018
-27.40%Oct 2018
9mo 3d1y 2mo
1y 11moJan 2018 - Jan 2020
2026 correction2026
-13.38%Mar 2026
1mo 2d1mo 5d
2mo 7dFeb 2026 - May 2026

Drawdown Indicators


EMRGXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-42.84%

-56.78%

+13.94%

Max Drawdown (1Y)

Largest decline over 1 year

-13.38%

-9.10%

-4.28%

Max Drawdown (3Y)

Largest decline over 3 years

-16.82%

-18.90%

+2.08%

Max Drawdown (5Y)

Largest decline over 5 years

-41.74%

-25.43%

-16.31%

Max Drawdown (10Y)

Largest decline over 10 years

-42.84%

-33.92%

-8.92%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-16.16%

-10.71%

-5.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

2.03%

+1.47%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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