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LDEM's Sortino Ratio of 2.03 indicates that for each unit of downside volatility, it generates 2.03 units of excess return. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 4, 2026).

Unlike other measures, Sortino only focuses on downside volatility (losses), making it particularly useful for investors more concerned about protecting against drawdowns than overall price swings.

LDEM Sortino Ratio Rank


LDEM Sortino Ratio Rank: 39.339
Below Average

LDEM ranks above 39.3% of all investments in our database based on Sortino Ratio over the past 12 months, indicating below-average returns relative to downside risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with minimal downside volatility → Higher rank
  • Severe or frequent drawdowns → Lower rank
  • Upside volatility → No impact (Sortino doesn't penalize upside swings)

What you can do with this information

  • Returns may not adequately compensate for downside risk taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better downside protection
  • Assess whether downside exposure aligns with your portfolio goals

LDEM Sortino Ratio Market Positioning

The chart shows LDEM's Sortino Ratio relative to all ETFs on our platform, with color zones indicating percentile rankings. Higher ratios indicate better downside-adjusted returns.


  • Red zone (bottom 25%): 1.30 or lower
  • Yellow zone (middle 50%): 1.30 to 3.34
  • Green zone (top 25%): 3.34 or higher
  • Top 1%: 12.86+
  • Median: 2.40 — half of all investments score higher

How it compares to other similar ETFs

The table compares iShares ESG MSCI EM Leaders ETF's Sortino Ratio with other ETFs in the Emerging Markets Equities category across multiple time periods, showing how LDEM's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
EVLUiShares MSCI Emerging Markets Value Factor ETF4.71
GEMEPacific North of South Global Emerging Markets Equity Active ETF4.67
DBEMXtrackers MSCI Emerging Markets Hedged Equity ETF4.62
ROAMHartford Multifactor Emerging Markets ETF4.48
EMXCiShares MSCI Emerging Markets ex China ETF4.39
XCEMColumbia EM Core ex-China ETF4.27
ECONColumbia Emerging Markets Consumer ETF4.16
AGEMabrdn Emerging Markets Dividend Active ETF3.97
JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF3.92
PIEInvesco DWA Emerging Markets Momentum ETF3.88
LDEMiShares ESG MSCI EM Leaders ETF2.03

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows LDEM's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when LDEM consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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