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EMQIX vs. ESDIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EMQIX vs. ESDIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ashmore Emerging Markets Active Equity Fund (EMQIX) and Ashmore Emerging Markets Short Duration Select Fund (ESDIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


EMQIX

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

ESDIX

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMQIX vs. ESDIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
EMQIX
Ashmore Emerging Markets Active Equity Fund
13.16%32.62%10.11%5.11%-24.36%-3.93%33.99%
ESDIX
Ashmore Emerging Markets Short Duration Select Fund
0.00%1.54%6.15%5.31%-9.66%-4.21%4.12%

Correlation

The correlation between EMQIX and ESDIX is 0.18, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (3Y)
Balances recent behavior with more history.

0.16

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.19

Correlation (All Time)
Calculated using the full available price history since Jun 15, 2020

0.18

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Return for Risk

EMQIX vs. ESDIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ashmore Emerging Markets Active Equity Fund (EMQIX) and Ashmore Emerging Markets Short Duration Select Fund (ESDIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EMQIX vs. ESDIX - Sharpe Ratio Comparison


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Drawdowns

EMQIX vs. ESDIX - Drawdown Comparison


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Volatility

EMQIX vs. ESDIX - Volatility Comparison


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EMQIX vs. ESDIX - Expense Ratio Comparison

EMQIX has a 1.02% expense ratio, which is higher than ESDIX's 0.67% expense ratio.


Dividends

EMQIX vs. ESDIX - Dividend Comparison

EMQIX's dividend yield for the trailing twelve months is around 4.24%, while ESDIX has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
EMQIX
Ashmore Emerging Markets Active Equity Fund
4.24%5.27%2.49%1.73%0.69%35.77%0.73%1.31%11.37%9.50%0.08%
ESDIX
Ashmore Emerging Markets Short Duration Select Fund
0.00%0.39%4.79%3.39%2.50%2.60%0.31%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EMQIX and ESDIX have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for EMQIX and ESDIX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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