EMFIX vs. LZEMX
Compare and contrast key facts about Ashmore Emerging Markets Equity Fund (EMFIX) and Lazard Emerging Markets Equity Portfolio (LZEMX).
EMFIX is managed by Ashmore. It was launched on Jun 20, 2011. LZEMX is managed by Lazard. It was launched on Jul 14, 1994.
Performance
EMFIX vs. LZEMX - Performance Comparison
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EMFIX vs. LZEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMFIX Ashmore Emerging Markets Equity Fund | 1.96% | 35.16% | 7.08% | 9.68% | -26.09% | 4.05% | 30.00% | 30.47% | -16.96% | 46.16% |
LZEMX Lazard Emerging Markets Equity Portfolio | 5.00% | 41.35% | 7.60% | 22.44% | -14.86% | 5.37% | -0.07% | 18.06% | -18.11% | 28.02% |
Returns By Period
In the year-to-date period, EMFIX achieves a 1.96% return, which is significantly lower than LZEMX's 5.00% return. Over the past 10 years, EMFIX has outperformed LZEMX with an annualized return of 11.12%, while LZEMX has yielded a comparatively lower 9.23% annualized return.
EMFIX
- 1D
- -0.82%
- 1M
- -11.78%
- YTD
- 1.96%
- 6M
- 7.83%
- 1Y
- 35.79%
- 3Y*
- 15.75%
- 5Y*
- 3.72%
- 10Y*
- 11.12%
LZEMX
- 1D
- -0.53%
- 1M
- -9.45%
- YTD
- 5.00%
- 6M
- 15.58%
- 1Y
- 39.76%
- 3Y*
- 21.92%
- 5Y*
- 10.81%
- 10Y*
- 9.23%
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EMFIX vs. LZEMX - Expense Ratio Comparison
EMFIX has a 1.17% expense ratio, which is higher than LZEMX's 1.06% expense ratio.
Return for Risk
EMFIX vs. LZEMX — Risk / Return Rank
EMFIX
LZEMX
EMFIX vs. LZEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ashmore Emerging Markets Equity Fund (EMFIX) and Lazard Emerging Markets Equity Portfolio (LZEMX). 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.
| EMFIX | LZEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 2.74 | -0.91 |
Sortino ratioReturn per unit of downside risk | 2.43 | 3.49 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.53 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 3.47 | -1.14 |
Martin ratioReturn relative to average drawdown | 9.00 | 13.04 | -4.03 |
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
| EMFIX | LZEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 2.74 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.77 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.57 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.38 | -0.13 |
Correlation
The correlation between EMFIX and LZEMX is 0.87, 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
EMFIX vs. LZEMX - Dividend Comparison
EMFIX's dividend yield for the trailing twelve months is around 1.62%, less than LZEMX's 1.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMFIX Ashmore Emerging Markets Equity Fund | 1.62% | 1.65% | 0.61% | 1.25% | 0.82% | 22.32% | 2.32% | 2.16% | 0.82% | 2.12% | 1.00% | 0.00% |
LZEMX Lazard Emerging Markets Equity Portfolio | 1.95% | 2.05% | 3.11% | 3.76% | 5.92% | 4.89% | 2.11% | 2.45% | 2.10% | 1.99% | 1.48% | 2.14% |
Drawdowns
EMFIX vs. LZEMX - Drawdown Comparison
The maximum EMFIX drawdown since its inception was -44.99%, smaller than the maximum LZEMX drawdown of -60.08%. Use the drawdown chart below to compare losses from any high point for EMFIX and LZEMX.
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Drawdown Indicators
| EMFIX | LZEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.99% | -60.08% | +15.09% |
Max Drawdown (1Y)Largest decline over 1 year | -13.50% | -10.61% | -2.89% |
Max Drawdown (5Y)Largest decline over 5 years | -42.41% | -30.55% | -11.86% |
Max Drawdown (10Y)Largest decline over 10 years | -43.54% | -44.08% | +0.54% |
Current DrawdownCurrent decline from peak | -13.20% | -10.42% | -2.78% |
Average DrawdownAverage peak-to-trough decline | -17.11% | -16.71% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.83% | +0.68% |
Volatility
EMFIX vs. LZEMX - Volatility Comparison
Ashmore Emerging Markets Equity Fund (EMFIX) has a higher volatility of 7.69% compared to Lazard Emerging Markets Equity Portfolio (LZEMX) at 5.92%. This indicates that EMFIX's price experiences larger fluctuations and is considered to be riskier than LZEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMFIX | LZEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.69% | 5.92% | +1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 9.63% | +3.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.81% | 14.26% | +4.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.51% | 14.09% | +4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.49% | 16.33% | +3.16% |