EMPTX vs. NEMIX

Last updated Apr 1, 2026

Compare and contrast key facts about UBS Emerging Markets Equity Opportunity Fund (EMPTX) and Neuberger Berman Emerging Markets Equity Fund (NEMIX).

EMPTX is managed by UBS. It was launched on May 30, 2018. NEMIX is managed by Neuberger Berman. It was launched on Oct 7, 2008.

Performance

EMPTX vs. NEMIX - Performance Comparison

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

EMPTX vs. NEMIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
EMPTX UBS Emerging Markets Equity Opportunity Fund	-0.19%	43.82%	2.51%	8.92%	-25.38%	-9.36%	24.79%	14.98%	0.55%
NEMIX Neuberger Berman Emerging Markets Equity Fund	0.94%	35.31%	12.87%	4.68%	-23.86%	-3.32%	13.31%	18.98%	-16.55%

Returns By Period

In the year-to-date period, EMPTX achieves a -0.19% return, which is significantly lower than NEMIX's 0.94% return.

EMPTX

• 1D: -0.94%
• 1M: -14.50%
• YTD: -0.19%
• 6M: 5.92%
• 1Y: 34.87%
• 3Y*: 15.95%
• 5Y*: 1.51%
• 10Y*: —

NEMIX

• 1D: -0.82%
• 1M: -10.77%
• YTD: 0.94%
• 6M: 4.39%
• 1Y: 32.20%
• 3Y*: 16.09%
• 5Y*: 2.73%
• 10Y*: 7.16%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EMPTX vs. NEMIX - Expense Ratio Comparison

EMPTX has a 0.19% expense ratio, which is lower than NEMIX's 1.23% expense ratio.

NEMIX

Neuberger Berman Emerging Markets Equity Fund

EMPTX

UBS Emerging Markets Equity Opportunity Fund

Return for Risk

EMPTX vs. NEMIX — Risk / Return Rank

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

EMPTX

EMPTX Risk / Return Rank: 89
EMPTX Sharpe Ratio Rank: 91
EMPTX Sortino Ratio Rank: 88
EMPTX Omega Ratio Rank: 87
EMPTX Calmar Ratio Rank: 89
EMPTX Martin Ratio Rank: 88

NEMIX

NEMIX Risk / Return Rank: 90
NEMIX Sharpe Ratio Rank: 93
NEMIX Sortino Ratio Rank: 91
NEMIX Omega Ratio Rank: 89
NEMIX Calmar Ratio Rank: 91
NEMIX Martin Ratio Rank: 86

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. NEMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS Emerging Markets Equity Opportunity Fund (EMPTX) and Neuberger Berman Emerging Markets Equity Fund (NEMIX). 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.

	EMPTX	NEMIX	Difference
Sharpe ratio Return per unit of total volatility	1.91	2.05	-0.14
Sortino ratio Return per unit of downside risk	2.44	2.67	-0.23
Omega ratio Gain probability vs. loss probability	1.37	1.39	-0.02
Calmar ratio Return relative to maximum drawdown	2.43	2.58	-0.15
Martin ratio Return relative to average drawdown	9.59	9.01	+0.57
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. NEMIX - Sharpe Ratio Comparison

The current EMPTX Sharpe Ratio is 1.91, which is comparable to the NEMIX Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of EMPTX and NEMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EMPTX	NEMIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.91	2.05	-0.14
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.08	0.17	-0.09
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.43	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.31	0.37	-0.06

Correlation

The correlation between EMPTX and NEMIX is 0.81, 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. NEMIX - Dividend Comparison

EMPTX's dividend yield for the trailing twelve months is around 1.92%, more than NEMIX's 0.02% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EMPTX UBS Emerging Markets Equity Opportunity Fund	1.92%	1.91%	3.40%	3.20%	3.84%	11.93%	1.50%	2.75%	0.54%	0.00%	0.00%	0.00%
NEMIX Neuberger Berman Emerging Markets Equity Fund	0.02%	0.02%	0.14%	1.34%	0.44%	1.06%	0.36%	1.80%	1.00%	0.63%	0.52%	0.69%

Drawdowns

EMPTX vs. NEMIX - Drawdown Comparison

The maximum EMPTX drawdown since its inception was -46.03%, which is greater than NEMIX's maximum drawdown of -41.28%. Use the drawdown chart below to compare losses from any high point for EMPTX and NEMIX.

Drawdown Indicators

	EMPTX	NEMIX	Difference
Max Drawdown Largest peak-to-trough decline	-46.03%	-41.28%	-4.75%
Max Drawdown (1Y) Largest decline over 1 year	-14.50%	-11.66%	-2.84%
Max Drawdown (5Y) Largest decline over 5 years	-41.73%	-38.67%	-3.06%
Max Drawdown (10Y) Largest decline over 10 years	—	-41.28%	—
Current Drawdown Current decline from peak	-14.50%	-11.66%	-2.84%
Average Drawdown Average peak-to-trough decline	-18.72%	-14.25%	-4.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.87%	3.34%	+0.53%

Volatility

EMPTX vs. NEMIX - Volatility Comparison

UBS Emerging Markets Equity Opportunity Fund (EMPTX) has a higher volatility of 8.90% compared to Neuberger Berman Emerging Markets Equity Fund (NEMIX) at 5.85%. This indicates that EMPTX's price experiences larger fluctuations and is considered to be riskier than NEMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EMPTX	NEMIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.90%	5.85%	+3.05%
Volatility (6M) Calculated over the trailing 6-month period	13.64%	11.03%	+2.61%
Volatility (1Y) Calculated over the trailing 1-year period	18.77%	15.60%	+3.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.85%	15.74%	+3.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.21%	16.72%	+2.49%