PortfoliosLab logoPortfoliosLab logo
Invesco MSCI Emerging Markets Universal Screened U...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
IE00BMDBMY19
WKN
A2QGUZ
Issuer
Invesco
Inception Date
Jul 7, 2021
Leveraged
1x (No leverage)
Index Tracked
MSCI EM (Emerging Markets) Universal Select Business Screens Index
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Returns By Period

Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc (ESEM.L) has returned 0.62% so far this year and 30.03% over the past 12 months.


Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc

1D
0.22%
1M
-11.85%
YTD
0.62%
6M
5.97%
1Y
30.03%
3Y*
13.96%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 12, 2021, ESEM.L's average daily return is +0.02%, while the average monthly return is +0.37%. At this rate, your investment would double in approximately 15.6 years.

Historically, 51% of months were positive and 49% were negative. The best month was Nov 2022 with a return of +14.5%, while the worst month was Mar 2026 at -11.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 10 months.

On a daily basis, ESEM.L closed higher 50% of trading days. The best single day was Mar 16, 2022 with a return of +6.7%, while the worst single day was Apr 4, 2025 at -5.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20269.11%4.61%-11.85%0.62%
20252.56%-0.22%0.63%0.01%5.34%5.76%1.95%1.83%6.09%3.68%-1.18%2.79%33.08%
2024-4.37%2.66%2.73%-0.72%0.52%3.09%1.71%0.95%6.70%-3.37%-2.46%-1.29%5.76%
20238.00%-7.03%3.92%-1.65%-2.71%5.00%6.91%-6.65%-3.45%-4.32%8.18%4.29%9.03%
2022-1.20%-3.50%-2.29%-5.38%-0.38%-5.60%-1.41%-0.07%-11.12%-3.44%14.47%-1.10%-20.65%
2021-3.25%1.41%-3.09%1.34%-4.23%2.06%-5.82%

Benchmark Metrics

Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc has an annualized alpha of -0.60%, beta of 0.44, and R² of 0.16 versus S&P 500 Index. Calculated based on daily prices since July 13, 2021.

  • This ETF participated in 88.22% of S&P 500 Index downside but only 61.41% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.44 may look defensive, but with R² of 0.16 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R² of 0.16 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-0.60%
Beta
0.44
0.16
Upside Capture
61.41%
Downside Capture
88.22%

Expense Ratio

ESEM.L has an expense ratio of 0.19%, which is considered low.


Return for Risk

Risk / Return Rank

ESEM.L ranks 79 for risk / return — better than 79% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


ESEM.L Risk / Return Rank: 7979
Overall Rank
ESEM.L Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
ESEM.L Sortino Ratio Rank: 8080
Sortino Ratio Rank
ESEM.L Omega Ratio Rank: 7878
Omega Ratio Rank
ESEM.L Calmar Ratio Rank: 7979
Calmar Ratio Rank
ESEM.L Martin Ratio Rank: 7575
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 Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc (ESEM.L) and compare them to a chosen benchmark (S&P 500 Index).


ESEM.LBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.61

0.90

+0.71

Sortino ratio

Return per unit of downside risk

2.12

1.39

+0.74

Omega ratio

Gain probability vs. loss probability

1.30

1.21

+0.09

Calmar ratio

Return relative to maximum drawdown

2.22

1.40

+0.82

Martin ratio

Return relative to average drawdown

8.27

6.61

+1.66

Explore ESEM.L risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc doesn't pay dividends

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.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc. 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 Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc was 35.55%, occurring on Oct 24, 2022. Recovery took 688 trading sessions.

The current Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc drawdown is 12.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.55%Jul 16, 2021321Oct 24, 2022688Jul 17, 20251009
-12.94%Feb 26, 202623Mar 30, 2026
-5.31%Oct 30, 202517Nov 21, 202525Dec 30, 202542
-3.15%Oct 7, 20254Oct 10, 20254Oct 16, 20258
-3.08%Jul 24, 20257Aug 1, 20257Aug 12, 202514

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...