PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
EMPTX vs. AEMGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

EMPTX vs. AEMGX

Last updated Apr 2, 2026

Compare and contrast key facts about UBS Emerging Markets Equity Opportunity Fund (EMPTX) and Acadian Emerging Markets Portfolio (AEMGX).

EMPTX is managed by UBS. It was launched on May 30, 2018. AEMGX is managed by Acadian Funds. It was launched on Jun 16, 1993.

Performance

EMPTX vs. AEMGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UBS Emerging Markets Equity Opportunity Fund (EMPTX) and Acadian Emerging Markets Portfolio (AEMGX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

EMPTX vs. AEMGX - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
EMPTX
UBS Emerging Markets Equity Opportunity Fund		2.95%43.82%2.51%8.92%-25.38%-9.36%24.79%14.98%0.55%
AEMGX
Acadian Emerging Markets Portfolio		3.14%27.51%13.91%22.67%-20.09%6.96%10.35%18.01%-16.43%

Returns By Period

In the year-to-date period, EMPTX achieves a 2.95% return, which is significantly lower than AEMGX's 3.14% return.

EMPTX

1D
3.14%
1M
-9.75%
YTD
2.95%
6M
8.93%
1Y
38.76%
3Y*
17.16%
5Y*
1.70%
10Y*
—

AEMGX

1D
2.73%
1M
-10.07%
YTD
3.14%
6M
6.83%
1Y
29.23%
3Y*
19.84%
5Y*
7.77%
10Y*
9.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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

UBS Emerging Markets Equity Opportunity Fund

Acadian Emerging Markets Portfolio

Often compared with EMPTX:
EMPTX vs. PASIXEMPTX vs. PCSIXEMPTX vs. DRESXEMPTX vs. FSSGXEMPTX vs. WBELXEMPTX vs. GBFAXEMPTX vs. PCSVX
Often compared with AEMGX:
AEMGX vs. TRLGXAEMGX vs. VXUSAEMGX vs. NEWFXAEMGX vs. GSINXAEMGX vs. VWOAEMGX vs. DRESXAEMGX vs. EFEIX

EMPTX vs. AEMGX - Expense Ratio Comparison

EMPTX has a 0.19% expense ratio, which is lower than AEMGX's 1.49% expense ratio.

AEMGX
Acadian Emerging Markets Portfolio
EMPTX
UBS Emerging Markets Equity Opportunity Fund

Return for Risk

EMPTX vs. AEMGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EMPTX
EMPTX Risk / Return Rank: 9090
Overall Rank
EMPTX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
EMPTX Sortino Ratio Rank: 9292
Sortino Ratio Rank
EMPTX Omega Ratio Rank: 9191
Omega Ratio Rank
EMPTX Calmar Ratio Rank: 8888
Calmar Ratio Rank
EMPTX Martin Ratio Rank: 8686
Martin Ratio Rank
AEMGX
AEMGX Risk / Return Rank: 8181
Overall Rank
AEMGX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
AEMGX Sortino Ratio Rank: 8282
Sortino Ratio Rank
AEMGX Omega Ratio Rank: 8080
Omega Ratio Rank
AEMGX Calmar Ratio Rank: 8181
Calmar Ratio Rank
AEMGX Martin Ratio Rank: 7878
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.

EMPTX vs. AEMGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS Emerging Markets Equity Opportunity Fund (EMPTX) and Acadian Emerging Markets Portfolio (AEMGX). 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.

EMPTXAEMGXDifference

Sharpe ratio

Return per unit of total volatility

2.26

1.68

+0.58

Sortino ratio

Return per unit of downside risk

2.84

2.19

+0.65

Omega ratio

Gain probability vs. loss probability

1.43

1.33

+0.11

Calmar ratio

Return relative to maximum drawdown

2.42

2.07

+0.35

Martin ratio

Return relative to average drawdown

9.35

8.13

+1.23

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EMPTX vs. AEMGX - Sharpe Ratio Comparison

The current EMPTX Sharpe Ratio is 2.26, which is higher than the AEMGX Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of EMPTX and AEMGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Loading graphics...

Sharpe Ratios by Period

EMPTXAEMGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.26

1.68

+0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

0.50

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.57

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.39

-0.05

Correlation

The correlation between EMPTX and AEMGX is 0.78, 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

EMPTX vs. AEMGX - Dividend Comparison

EMPTX's dividend yield for the trailing twelve months is around 1.86%, less than AEMGX's 4.17% yield.

TTM20252024202320222021202020192018201720162015
EMPTX
UBS Emerging Markets Equity Opportunity Fund		1.86%1.91%3.40%3.20%3.84%11.93%1.50%2.75%0.54%0.00%0.00%0.00%
AEMGX
Acadian Emerging Markets Portfolio		4.17%4.30%3.38%3.85%7.27%3.15%1.29%1.79%1.83%1.30%2.01%1.27%

Drawdowns

EMPTX vs. AEMGX - Drawdown Comparison

The maximum EMPTX drawdown since its inception was -46.03%, smaller than the maximum AEMGX drawdown of -70.30%. Use the drawdown chart below to compare losses from any high point for EMPTX and AEMGX.

Loading graphics...

Drawdown Indicators

EMPTXAEMGXDifference

Max Drawdown

Largest peak-to-trough decline

-46.03%

-70.30%

+24.27%

Max Drawdown (1Y)

Largest decline over 1 year

-14.50%

-14.19%

-0.31%

Max Drawdown (5Y)

Largest decline over 5 years

-41.73%

-34.24%

-7.49%

Max Drawdown (10Y)

Largest decline over 10 years

—

-41.36%

—

Current Drawdown

Current decline from peak

-11.81%

-11.85%

+0.04%

Average Drawdown

Average peak-to-trough decline

-18.72%

-19.20%

+0.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.94%

3.62%

+0.32%

Volatility

EMPTX vs. AEMGX - Volatility Comparison

UBS Emerging Markets Equity Opportunity Fund (EMPTX) has a higher volatility of 9.66% compared to Acadian Emerging Markets Portfolio (AEMGX) at 9.10%. This indicates that EMPTX's price experiences larger fluctuations and is considered to be riskier than AEMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading graphics...

Volatility by Period

EMPTXAEMGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.66%

9.10%

+0.56%

Volatility (6M)

Calculated over the trailing 6-month period

13.96%

13.62%

+0.34%

Volatility (1Y)

Calculated over the trailing 1-year period

18.98%

17.97%

+1.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.90%

15.64%

+3.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.24%

16.76%

+2.48%