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GMCDX vs. EMTIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GMCDX vs. EMTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GMO Emerging Country Debt Fund (GMCDX) and Transamerica Emerging Markets Debt Fund (EMTIX). The values are adjusted to include any dividend payments, if applicable.

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GMCDX vs. EMTIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GMCDX
GMO Emerging Country Debt Fund
2.00%22.34%13.39%17.63%-16.30%6.56%7.25%14.28%-5.89%12.49%
EMTIX
Transamerica Emerging Markets Debt Fund
-1.26%14.58%4.69%13.05%-13.33%-4.00%7.14%13.48%-6.71%12.68%

Returns By Period

In the year-to-date period, GMCDX achieves a 2.00% return, which is significantly higher than EMTIX's -1.26% return. Over the past 10 years, GMCDX has outperformed EMTIX with an annualized return of 7.59%, while EMTIX has yielded a comparatively lower 4.30% annualized return.


GMCDX

1D
-0.26%
1M
-3.28%
YTD
2.00%
6M
8.11%
1Y
20.48%
3Y*
17.79%
5Y*
9.25%
10Y*
7.59%

EMTIX

1D
-0.32%
1M
-4.41%
YTD
-1.26%
6M
2.58%
1Y
11.00%
3Y*
9.08%
5Y*
3.28%
10Y*
4.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GMCDX vs. EMTIX - Expense Ratio Comparison

GMCDX has a 0.53% expense ratio, which is lower than EMTIX's 0.85% expense ratio.


Return for Risk

GMCDX vs. EMTIX — Risk / Return Rank

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

GMCDX
GMCDX Risk / Return Rank: 9797
Overall Rank
GMCDX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
GMCDX Sortino Ratio Rank: 9898
Sortino Ratio Rank
GMCDX Omega Ratio Rank: 9797
Omega Ratio Rank
GMCDX Calmar Ratio Rank: 9696
Calmar Ratio Rank
GMCDX Martin Ratio Rank: 9797
Martin Ratio Rank

EMTIX
EMTIX Risk / Return Rank: 9292
Overall Rank
EMTIX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
EMTIX Sortino Ratio Rank: 9494
Sortino Ratio Rank
EMTIX Omega Ratio Rank: 9494
Omega Ratio Rank
EMTIX Calmar Ratio Rank: 8888
Calmar Ratio Rank
EMTIX Martin Ratio Rank: 9191
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.

GMCDX vs. EMTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GMO Emerging Country Debt Fund (GMCDX) and Transamerica Emerging Markets Debt Fund (EMTIX). 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.


GMCDXEMTIXDifference

Sharpe ratio

Return per unit of total volatility

2.99

2.21

+0.78

Sortino ratio

Return per unit of downside risk

4.36

2.99

+1.37

Omega ratio

Gain probability vs. loss probability

1.72

1.48

+0.24

Calmar ratio

Return relative to maximum drawdown

3.48

2.34

+1.13

Martin ratio

Return relative to average drawdown

17.82

10.43

+7.39

GMCDX vs. EMTIX - Sharpe Ratio Comparison

The current GMCDX Sharpe Ratio is 2.99, which is higher than the EMTIX Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of GMCDX and EMTIX, 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


GMCDXEMTIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.99

2.21

+0.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

0.58

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.66

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.71

-0.41

Correlation

The correlation between GMCDX and EMTIX is 0.82, 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

GMCDX vs. EMTIX - Dividend Comparison

GMCDX's dividend yield for the trailing twelve months is around 6.15%, more than EMTIX's 5.76% yield.


TTM20252024202320222021202020192018201720162015
GMCDX
GMO Emerging Country Debt Fund
6.15%6.27%6.88%10.26%13.73%17.75%9.66%6.60%7.76%7.06%6.00%2.50%
EMTIX
Transamerica Emerging Markets Debt Fund
5.76%5.77%6.98%5.11%4.16%4.03%2.02%4.80%3.27%5.10%3.48%4.30%

Drawdowns

GMCDX vs. EMTIX - Drawdown Comparison

The maximum GMCDX drawdown since its inception was -68.24%, which is greater than EMTIX's maximum drawdown of -25.28%. Use the drawdown chart below to compare losses from any high point for GMCDX and EMTIX.


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Drawdown Indicators


GMCDXEMTIXDifference

Max Drawdown

Largest peak-to-trough decline

-68.24%

-25.28%

-42.96%

Max Drawdown (1Y)

Largest decline over 1 year

-5.74%

-4.69%

-1.05%

Max Drawdown (5Y)

Largest decline over 5 years

-26.02%

-25.28%

-0.74%

Max Drawdown (10Y)

Largest decline over 10 years

-26.02%

-25.28%

-0.74%

Current Drawdown

Current decline from peak

-3.85%

-4.69%

+0.84%

Average Drawdown

Average peak-to-trough decline

-17.75%

-4.94%

-12.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.12%

1.06%

+0.06%

Volatility

GMCDX vs. EMTIX - Volatility Comparison

The current volatility for GMO Emerging Country Debt Fund (GMCDX) is 2.25%, while Transamerica Emerging Markets Debt Fund (EMTIX) has a volatility of 2.44%. This indicates that GMCDX experiences smaller price fluctuations and is considered to be less risky than EMTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GMCDXEMTIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.25%

2.44%

-0.19%

Volatility (6M)

Calculated over the trailing 6-month period

3.91%

3.41%

+0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

6.73%

5.00%

+1.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.16%

5.66%

+5.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.31%

6.54%

+2.77%