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EMSQX vs. ESCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

EMSQX vs. ESCIX

Last updated Apr 2, 2026

Compare and contrast key facts about Shelton Emerging Markets Fund (EMSQX) and Ashmore Emerging Markets Small Cap Equity Fund (ESCIX).

EMSQX is managed by Shelton Capital Management. It was launched on Mar 19, 1997. ESCIX is managed by Ashmore. It was launched on Oct 3, 2011.

Performance

EMSQX vs. ESCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Shelton Emerging Markets Fund (EMSQX) and Ashmore Emerging Markets Small Cap Equity Fund (ESCIX). The values are adjusted to include any dividend payments, if applicable.

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EMSQX vs. ESCIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
EMSQX
Shelton Emerging Markets Fund		3.82%32.98%3.45%15.43%-14.33%0.77%44.90%
ESCIX
Ashmore Emerging Markets Small Cap Equity Fund		8.91%26.07%3.55%19.64%-24.45%11.93%42.69%

Returns By Period

In the year-to-date period, EMSQX achieves a 3.82% return, which is significantly lower than ESCIX's 8.91% return.

EMSQX

1D
2.53%
1M
-9.27%
YTD
3.82%
6M
7.05%
1Y
33.61%
3Y*
14.47%
5Y*
7.02%
10Y*
—

ESCIX

1D
0.00%
1M
0.00%
YTD
8.91%
6M
12.73%
1Y
40.33%
3Y*
16.77%
5Y*
5.37%
10Y*
9.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Shelton Emerging Markets Fund

Ashmore Emerging Markets Small Cap Equity Fund

Often compared with EMSQX:
EMSQX vs. SPYI.DEEMSQX vs. SISEXEMSQX vs. CFNTXEMSQX vs. DEBTXEMSQX vs. NEXTXEMSQX vs. CAUSXEMSQX vs. FCEEX
Often compared with ESCIX:
ESCIX vs. SMQFXESCIX vs. EMRSXESCIX vs. DEMIXESCIX vs. FSSGXESCIX vs. WBELXESCIX vs. SIEMXESCIX vs. MADCX

EMSQX vs. ESCIX - Expense Ratio Comparison

EMSQX has a 1.77% expense ratio, which is higher than ESCIX's 1.52% expense ratio.

EMSQX
Shelton Emerging Markets Fund
ESCIX
Ashmore Emerging Markets Small Cap Equity Fund

Return for Risk

EMSQX vs. ESCIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EMSQX
EMSQX Risk / Return Rank: 8585
Overall Rank
EMSQX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
EMSQX Sortino Ratio Rank: 8686
Sortino Ratio Rank
EMSQX Omega Ratio Rank: 8181
Omega Ratio Rank
EMSQX Calmar Ratio Rank: 8585
Calmar Ratio Rank
EMSQX Martin Ratio Rank: 8383
Martin Ratio Rank
ESCIX
ESCIX Risk / Return Rank: 9494
Overall Rank
ESCIX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
ESCIX Sortino Ratio Rank: 9696
Sortino Ratio Rank
ESCIX Omega Ratio Rank: 9696
Omega Ratio Rank
ESCIX Calmar Ratio Rank: 8787
Calmar Ratio Rank
ESCIX Martin Ratio Rank: 9595
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.

EMSQX vs. ESCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shelton Emerging Markets Fund (EMSQX) and Ashmore Emerging Markets Small Cap Equity Fund (ESCIX). 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.

EMSQXESCIXDifference

Sharpe ratio

Return per unit of total volatility

1.89

2.72

-0.83

Sortino ratio

Return per unit of downside risk

2.45

3.58

-1.13

Omega ratio

Gain probability vs. loss probability

1.34

1.56

-0.21

Calmar ratio

Return relative to maximum drawdown

2.40

2.50

-0.10

Martin ratio

Return relative to average drawdown

9.39

14.51

-5.12

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

EMSQX vs. ESCIX - Sharpe Ratio Comparison

The current EMSQX Sharpe Ratio is 1.89, which is lower than the ESCIX Sharpe Ratio of 2.72. The chart below compares the historical Sharpe Ratios of EMSQX and ESCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

EMSQXESCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.89

2.72

-0.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.34

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.56

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.39

+0.43

Correlation

The correlation between EMSQX and ESCIX is 0.68, 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

EMSQX vs. ESCIX - Dividend Comparison

EMSQX's dividend yield for the trailing twelve months is around 15.76%, more than ESCIX's 0.42% yield.

TTM2025202420232022202120202019201820172016
EMSQX
Shelton Emerging Markets Fund		15.76%16.36%7.85%10.06%1.52%1.94%0.18%0.00%0.00%0.00%0.00%
ESCIX
Ashmore Emerging Markets Small Cap Equity Fund		0.42%0.91%0.00%0.56%0.60%0.00%0.00%0.13%0.11%1.66%1.16%

Drawdowns

EMSQX vs. ESCIX - Drawdown Comparison

The maximum EMSQX drawdown since its inception was -29.96%, smaller than the maximum ESCIX drawdown of -48.76%. Use the drawdown chart below to compare losses from any high point for EMSQX and ESCIX.

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Drawdown Indicators

EMSQXESCIXDifference

Max Drawdown

Largest peak-to-trough decline

-29.96%

-48.76%

+18.80%

Max Drawdown (1Y)

Largest decline over 1 year

-13.60%

-12.84%

-0.76%

Max Drawdown (5Y)

Largest decline over 5 years

-27.29%

-36.59%

+9.30%

Max Drawdown (10Y)

Largest decline over 10 years

—

-48.76%

—

Current Drawdown

Current decline from peak

-11.42%

-0.74%

-10.68%

Average Drawdown

Average peak-to-trough decline

-8.16%

-13.44%

+5.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.48%

2.49%

+0.99%

Volatility

EMSQX vs. ESCIX - Volatility Comparison

Shelton Emerging Markets Fund (EMSQX) has a higher volatility of 8.37% compared to Ashmore Emerging Markets Small Cap Equity Fund (ESCIX) at 0.00%. This indicates that EMSQX's price experiences larger fluctuations and is considered to be riskier than ESCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

EMSQXESCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.37%

0.00%

+8.37%

Volatility (6M)

Calculated over the trailing 6-month period

13.62%

8.91%

+4.71%

Volatility (1Y)

Calculated over the trailing 1-year period

18.68%

15.72%

+2.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.23%

15.86%

+0.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.48%

17.64%

-1.16%