ESDIX vs. TREE

Last updated Jun 25, 2026

ESDIX (Ashmore Emerging Markets Short Duration Select Fund) is Emerging Markets Bonds fund managed by Ashmore, while TREE (LendingTree, Inc.) is a stock. At a 0.14 correlation, their price movements are largely independent.

Performance

ESDIX vs. TREE - Performance Comparison

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

Returns By Period

ESDIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

TREE

• 1D: 4.00%
• 1M: 4.91%
• YTD: -28.03%
• 6M: -29.40%
• 1Y: 4.48%
• 3Y*: 20.79%
• 5Y*: -29.70%
• 10Y*: -6.94%

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

ESDIX vs. TREE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
ESDIX Ashmore Emerging Markets Short Duration Select Fund	0.00%	1.54%	6.15%	5.31%	-9.66%	-4.21%	4.12%
TREE LendingTree, Inc.	-28.03%	37.01%	27.80%	42.15%	-82.60%	-55.22%	0.80%

Correlation

The correlation between ESDIX and TREE is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.16
Correlation (5Y) Calculated over the trailing 5-year period	0.15
Correlation (All Time) Calculated using the full available price history since Jun 15, 2020	0.14

Return for Risk

ESDIX vs. TREE — Risk / Return Rank

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

ESDIX

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

TREE

TREE Risk / Return Rank: 46
TREE Sharpe Ratio Rank: 46
TREE Sortino Ratio Rank: 47
TREE Omega Ratio Rank: 47
TREE Calmar Ratio Rank: 45
TREE Martin Ratio Rank: 45

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.

ESDIX vs. TREE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ashmore Emerging Markets Short Duration Select Fund (ESDIX) and LendingTree, Inc. (TREE). 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.

	ESDIX	TREE	Difference
Sharpe ratio: Return per unit of total volatility	—	0.07	—
Sortino ratio: Return per unit of downside risk	—	0.61	—
Omega ratio: Gain probability vs. loss probability	—	1.08	—
Calmar ratio: Return relative to maximum drawdown	—	0.08	—
Martin ratio: Return relative to average drawdown	—	0.14	—

Drawdowns

Drawdown Indicators

	ESDIX	TREE	Difference
Max Drawdown Largest peak-to-trough decline	—	-97.59%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-56.55%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-62.85%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-95.30%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-97.59%	—
Current Drawdown Current decline from peak	—	-91.18%	—
Average Drawdown Average peak-to-trough decline	—	-43.99%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	33.11%	—

Volatility

Volatility by Period

	ESDIX	TREE	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	17.67%	—
Volatility (6M) Calculated over the trailing 6-month period	—	56.10%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	69.01%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	74.28%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	64.40%	—

Dividends

ESDIX vs. TREE - Dividend Comparison

Neither ESDIX nor TREE has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020
ESDIX Ashmore Emerging Markets Short Duration Select Fund	0.00%	0.39%	4.79%	3.39%	2.50%	2.60%	0.31%
TREE LendingTree, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ESDIX and TREE in my portfolio?

ESDIX and TREE have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.