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EAEMX vs. RNWGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EAEMX vs. RNWGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Parametric Emerging Markets Fund (EAEMX) and American Funds New World Fund® Class R-6 (RNWGX). The values are adjusted to include any dividend payments, if applicable.

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EAEMX vs. RNWGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EAEMX
Parametric Emerging Markets Fund
2.89%27.16%5.39%9.46%-11.27%4.19%2.65%12.32%-14.02%27.03%
RNWGX
American Funds New World Fund® Class R-6
-1.47%28.67%6.88%16.26%-21.77%5.09%25.30%28.03%-12.00%33.07%

Returns By Period

In the year-to-date period, EAEMX achieves a 2.89% return, which is significantly higher than RNWGX's -1.47% return. Over the past 10 years, EAEMX has underperformed RNWGX with an annualized return of 6.23%, while RNWGX has yielded a comparatively higher 9.76% annualized return.


EAEMX

1D
1.89%
1M
-6.17%
YTD
2.89%
6M
6.54%
1Y
26.50%
3Y*
13.51%
5Y*
6.33%
10Y*
6.23%

RNWGX

1D
2.62%
1M
-8.56%
YTD
-1.47%
6M
2.11%
1Y
24.01%
3Y*
13.88%
5Y*
4.79%
10Y*
9.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EAEMX vs. RNWGX - Expense Ratio Comparison

EAEMX has a 1.58% expense ratio, which is higher than RNWGX's 0.57% expense ratio.


Return for Risk

EAEMX vs. RNWGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EAEMX
EAEMX Risk / Return Rank: 9191
Overall Rank
EAEMX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
EAEMX Sortino Ratio Rank: 9292
Sortino Ratio Rank
EAEMX Omega Ratio Rank: 9292
Omega Ratio Rank
EAEMX Calmar Ratio Rank: 8989
Calmar Ratio Rank
EAEMX Martin Ratio Rank: 8888
Martin Ratio Rank

RNWGX
RNWGX Risk / Return Rank: 7979
Overall Rank
RNWGX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
RNWGX Sortino Ratio Rank: 8383
Sortino Ratio Rank
RNWGX Omega Ratio Rank: 7979
Omega Ratio Rank
RNWGX Calmar Ratio Rank: 7575
Calmar Ratio Rank
RNWGX Martin Ratio Rank: 7777
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.

EAEMX vs. RNWGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Parametric Emerging Markets Fund (EAEMX) and American Funds New World Fund® Class R-6 (RNWGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


EAEMXRNWGXDifference

Sharpe ratio

Return per unit of total volatility

2.25

1.59

+0.66

Sortino ratio

Return per unit of downside risk

2.86

2.19

+0.67

Omega ratio

Gain probability vs. loss probability

1.46

1.32

+0.14

Calmar ratio

Return relative to maximum drawdown

2.68

1.83

+0.85

Martin ratio

Return relative to average drawdown

10.25

7.62

+2.63

EAEMX vs. RNWGX - Sharpe Ratio Comparison

The current EAEMX Sharpe Ratio is 2.25, which is higher than the RNWGX Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of EAEMX and RNWGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EAEMXRNWGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.25

1.59

+0.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.32

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.61

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.46

-0.19

Correlation

The correlation between EAEMX and RNWGX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

EAEMX vs. RNWGX - Dividend Comparison

EAEMX's dividend yield for the trailing twelve months is around 2.75%, less than RNWGX's 6.18% yield.


TTM20252024202320222021202020192018201720162015
EAEMX
Parametric Emerging Markets Fund
2.75%2.83%3.00%2.71%4.40%1.64%1.08%2.48%2.14%2.31%1.52%1.68%
RNWGX
American Funds New World Fund® Class R-6
6.18%6.09%4.11%2.88%1.33%7.32%0.44%4.05%2.71%2.26%1.37%1.04%

Drawdowns

EAEMX vs. RNWGX - Drawdown Comparison

The maximum EAEMX drawdown since its inception was -62.70%, which is greater than RNWGX's maximum drawdown of -33.40%. Use the drawdown chart below to compare losses from any high point for EAEMX and RNWGX.


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Drawdown Indicators


EAEMXRNWGXDifference

Max Drawdown

Largest peak-to-trough decline

-62.70%

-33.40%

-29.30%

Max Drawdown (1Y)

Largest decline over 1 year

-9.90%

-13.00%

+3.10%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

-33.40%

+7.97%

Max Drawdown (10Y)

Largest decline over 10 years

-44.16%

-33.40%

-10.76%

Current Drawdown

Current decline from peak

-8.20%

-10.73%

+2.53%

Average Drawdown

Average peak-to-trough decline

-13.58%

-8.12%

-5.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

3.13%

-0.54%

Volatility

EAEMX vs. RNWGX - Volatility Comparison

The current volatility for Parametric Emerging Markets Fund (EAEMX) is 5.94%, while American Funds New World Fund® Class R-6 (RNWGX) has a volatility of 7.09%. This indicates that EAEMX experiences smaller price fluctuations and is considered to be less risky than RNWGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EAEMXRNWGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.94%

7.09%

-1.15%

Volatility (6M)

Calculated over the trailing 6-month period

8.80%

11.01%

-2.21%

Volatility (1Y)

Calculated over the trailing 1-year period

12.17%

15.63%

-3.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.42%

15.17%

-3.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.38%

15.98%

-2.60%