EMF vs. SHRAX
Compare and contrast key facts about Templeton Emerging Markets Fund (EMF) and ClearBridge Aggressive Growth Fund (SHRAX).
EMF is an actively managed fund by Franklin Templeton. It was launched on Feb 27, 1987. SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983.
Performance
EMF vs. SHRAX - Performance Comparison
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EMF vs. SHRAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMF Templeton Emerging Markets Fund | 6.77% | 58.20% | 6.56% | 8.84% | -21.53% | -8.23% | 24.48% | 27.20% | -14.78% | 53.55% |
SHRAX ClearBridge Aggressive Growth Fund | -7.17% | 13.50% | 12.02% | 24.09% | -25.43% | 7.35% | 19.74% | 24.26% | -7.93% | 14.22% |
Returns By Period
In the year-to-date period, EMF achieves a 6.77% return, which is significantly higher than SHRAX's -7.17% return. Over the past 10 years, EMF has outperformed SHRAX with an annualized return of 12.80%, while SHRAX has yielded a comparatively lower 7.12% annualized return.
EMF
- 1D
- 2.69%
- 1M
- -10.43%
- YTD
- 6.77%
- 6M
- 15.15%
- 1Y
- 53.85%
- 3Y*
- 24.12%
- 5Y*
- 6.42%
- 10Y*
- 12.80%
SHRAX
- 1D
- 3.40%
- 1M
- -6.68%
- YTD
- -7.17%
- 6M
- -8.75%
- 1Y
- 13.06%
- 3Y*
- 10.93%
- 5Y*
- 1.80%
- 10Y*
- 7.12%
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EMF vs. SHRAX - Expense Ratio Comparison
EMF has a 1.43% expense ratio, which is higher than SHRAX's 1.11% expense ratio.
Return for Risk
EMF vs. SHRAX — Risk / Return Rank
EMF
SHRAX
EMF vs. SHRAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Emerging Markets Fund (EMF) and ClearBridge Aggressive Growth Fund (SHRAX). 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.
| EMF | SHRAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.43 | 0.62 | +1.82 |
Sortino ratioReturn per unit of downside risk | 2.92 | 1.04 | +1.89 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.14 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 2.80 | 0.96 | +1.84 |
Martin ratioReturn relative to average drawdown | 11.49 | 3.02 | +8.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EMF | SHRAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 0.62 | +1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.09 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.34 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.45 | -0.24 |
Correlation
The correlation between EMF and SHRAX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EMF vs. SHRAX - Dividend Comparison
EMF's dividend yield for the trailing twelve months is around 9.22%, less than SHRAX's 23.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMF Templeton Emerging Markets Fund | 9.22% | 9.73% | 4.28% | 6.22% | 9.89% | 6.92% | 3.51% | 7.36% | 5.92% | 12.11% | 1.62% | 12.81% |
SHRAX ClearBridge Aggressive Growth Fund | 23.99% | 22.27% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% |
Drawdowns
EMF vs. SHRAX - Drawdown Comparison
The maximum EMF drawdown since its inception was -76.97%, which is greater than SHRAX's maximum drawdown of -57.26%. Use the drawdown chart below to compare losses from any high point for EMF and SHRAX.
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Drawdown Indicators
| EMF | SHRAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.97% | -57.26% | -19.71% |
Max Drawdown (1Y)Largest decline over 1 year | -19.48% | -14.59% | -4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -45.87% | -33.77% | -12.10% |
Max Drawdown (10Y)Largest decline over 10 years | -47.65% | -33.77% | -13.88% |
Current DrawdownCurrent decline from peak | -13.45% | -11.69% | -1.76% |
Average DrawdownAverage peak-to-trough decline | -29.12% | -11.29% | -17.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 4.62% | +0.12% |
Volatility
EMF vs. SHRAX - Volatility Comparison
Templeton Emerging Markets Fund (EMF) has a higher volatility of 11.00% compared to ClearBridge Aggressive Growth Fund (SHRAX) at 7.07%. This indicates that EMF's price experiences larger fluctuations and is considered to be riskier than SHRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMF | SHRAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.00% | 7.07% | +3.93% |
Volatility (6M)Calculated over the trailing 6-month period | 17.42% | 13.63% | +3.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.24% | 23.09% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.88% | 20.84% | -0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.30% | 20.85% | -0.55% |