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FSM vs. EMEQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FSM vs. EMEQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fortuna Silver Mines Inc. (FSM) and Nomura Focused Emerging Markets Equity ETF (EMEQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FSM achieves a -3.98% return, which is significantly lower than EMEQ's 78.09% return.


FSM

1D
-4.07%
1M
2.17%
YTD
-3.98%
6M
-1.36%
1Y
41.02%
3Y*
39.37%
5Y*
6.64%
10Y*
4.24%

EMEQ

1D
-1.28%
1M
23.68%
YTD
78.09%
6M
88.05%
1Y
166.45%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSM vs. EMEQ - Yearly Performance Comparison


2026 (YTD)20252024
FSM
Fortuna Silver Mines Inc.
-3.98%128.67%-0.23%
EMEQ
Nomura Focused Emerging Markets Equity ETF
78.09%69.78%-1.16%

Correlation

The correlation between FSM and EMEQ is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Sep 6, 2024

0.29

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Return for Risk

FSM vs. EMEQ — Risk / Return Rank

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

FSM
FSM Risk / Return Rank: 6262
Overall Rank
FSM Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FSM Sortino Ratio Rank: 5959
Sortino Ratio Rank
FSM Omega Ratio Rank: 5959
Omega Ratio Rank
FSM Calmar Ratio Rank: 6363
Calmar Ratio Rank
FSM Martin Ratio Rank: 6464
Martin Ratio Rank

EMEQ
EMEQ Risk / Return Rank: 9696
Overall Rank
EMEQ Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
EMEQ Sortino Ratio Rank: 9595
Sortino Ratio Rank
EMEQ Omega Ratio Rank: 9595
Omega Ratio Rank
EMEQ Calmar Ratio Rank: 9696
Calmar Ratio Rank
EMEQ Martin Ratio Rank: 9696
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.

FSM vs. EMEQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fortuna Silver Mines Inc. (FSM) and Nomura Focused Emerging Markets Equity ETF (EMEQ). 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.


FSMEMEQDifference
Sharpe ratioReturn per unit of total volatility

-4.50

Sortino ratioReturn per unit of downside risk

-3.99

Omega ratioGain probability vs. loss probability

1.16

1.75

-0.59

Calmar ratioReturn relative to maximum drawdown

1.11

9.35

-8.24

Martin ratioReturn relative to average drawdown

2.70

37.42

-34.72

FSM vs. EMEQ - Sharpe Ratio Comparison

The current FSM Sharpe Ratio is 0.72, which is lower than the EMEQ Sharpe Ratio of 5.22. The chart below compares the historical Sharpe Ratios of FSM and EMEQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FSMEMEQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

5.22

-4.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

2.95

-2.82

Drawdowns

FSM vs. EMEQ - Drawdown Comparison

The maximum FSM drawdown since its inception was -92.25%, which is greater than EMEQ's maximum drawdown of -19.99%. Use the drawdown chart below to compare losses from any high point for FSM and EMEQ.


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Drawdown Indicators


FSMEMEQDifference

Max Drawdown

Largest peak-to-trough decline

-92.25%

-19.99%

-72.26%

Max Drawdown (1Y)

Largest decline over 1 year

-37.26%

-17.91%

-19.35%

Max Drawdown (3Y)

Largest decline over 3 years

-37.26%

Max Drawdown (5Y)

Largest decline over 5 years

-69.44%

Max Drawdown (10Y)

Largest decline over 10 years

-81.07%

Current Drawdown

Current decline from peak

-31.04%

-1.28%

-29.76%

Average Drawdown

Average peak-to-trough decline

-45.18%

-3.97%

-41.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.23%

4.47%

+10.76%

Volatility

FSM vs. EMEQ - Volatility Comparison

Fortuna Silver Mines Inc. (FSM) has a higher volatility of 16.24% compared to Nomura Focused Emerging Markets Equity ETF (EMEQ) at 15.18%. This indicates that FSM's price experiences larger fluctuations and is considered to be riskier than EMEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSMEMEQDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.24%

15.18%

+1.06%

Volatility (6M)

Calculated over the trailing 6-month period

44.21%

28.51%

+15.70%

Volatility (1Y)

Calculated over the trailing 1-year period

57.30%

32.10%

+25.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

57.27%

29.97%

+27.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.40%

29.97%

+29.43%

Dividends

FSM vs. EMEQ - Dividend Comparison

FSM has not paid dividends to shareholders, while EMEQ's dividend yield for the trailing twelve months is around 1.55%.


PositionTTM20252024
EMEQ
Nomura Focused Emerging Markets Equity ETF
1.55%2.76%0.84%
FSM
Fortuna Silver Mines Inc.
0.00%0.00%0.00%

Frequently Asked Questions


FSM and EMEQ have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FSM has higher volatility (16.24%) compared to EMEQ (15.18%). In terms of maximum drawdown, FSM dropped -92.25% vs EMEQ's -19.99%.

EMEQ currently has the higher Sharpe Ratio (5.22 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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