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NFFFX vs. EEMV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NFFFX vs. EEMV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds New World Fund (NFFFX) and iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV). The values are adjusted to include any dividend payments, if applicable.

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NFFFX vs. EEMV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NFFFX
American Funds New World Fund
-4.01%28.52%6.78%16.11%-21.86%4.98%25.17%27.89%-12.08%32.92%
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
1.08%13.45%7.98%7.75%-13.94%5.05%6.90%7.83%-5.81%27.28%

Returns By Period

In the year-to-date period, NFFFX achieves a -4.01% return, which is significantly lower than EEMV's 1.08% return. Over the past 10 years, NFFFX has outperformed EEMV with an annualized return of 9.36%, while EEMV has yielded a comparatively lower 5.02% annualized return.


NFFFX

1D
-0.62%
1M
-11.95%
YTD
-4.01%
6M
0.11%
1Y
21.35%
3Y*
12.78%
5Y*
4.48%
10Y*
9.36%

EEMV

1D
2.58%
1M
-5.96%
YTD
1.08%
6M
2.97%
1Y
13.99%
3Y*
9.06%
5Y*
3.07%
10Y*
5.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NFFFX vs. EEMV - Expense Ratio Comparison

NFFFX has a 0.68% expense ratio, which is higher than EEMV's 0.25% expense ratio.


Return for Risk

NFFFX vs. EEMV — Risk / Return Rank

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

NFFFX
NFFFX Risk / Return Rank: 7070
Overall Rank
NFFFX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
NFFFX Sortino Ratio Rank: 7676
Sortino Ratio Rank
NFFFX Omega Ratio Rank: 7272
Omega Ratio Rank
NFFFX Calmar Ratio Rank: 6363
Calmar Ratio Rank
NFFFX Martin Ratio Rank: 6565
Martin Ratio Rank

EEMV
EEMV Risk / Return Rank: 6262
Overall Rank
EEMV Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
EEMV Sortino Ratio Rank: 6161
Sortino Ratio Rank
EEMV Omega Ratio Rank: 6464
Omega Ratio Rank
EEMV Calmar Ratio Rank: 6363
Calmar Ratio Rank
EEMV Martin Ratio Rank: 6161
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.

NFFFX vs. EEMV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund (NFFFX) and iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV). 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.


NFFFXEEMVDifference

Sharpe ratio

Return per unit of total volatility

1.34

1.09

+0.25

Sortino ratio

Return per unit of downside risk

1.87

1.52

+0.36

Omega ratio

Gain probability vs. loss probability

1.27

1.22

+0.04

Calmar ratio

Return relative to maximum drawdown

1.43

1.52

-0.09

Martin ratio

Return relative to average drawdown

6.10

5.82

+0.28

NFFFX vs. EEMV - Sharpe Ratio Comparison

The current NFFFX Sharpe Ratio is 1.34, which is comparable to the EEMV Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of NFFFX and EEMV, 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


NFFFXEEMVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.34

1.09

+0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

0.27

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.37

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.32

+0.01

Correlation

The correlation between NFFFX and EEMV is 0.83, 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

NFFFX vs. EEMV - Dividend Comparison

NFFFX's dividend yield for the trailing twelve months is around 6.26%, more than EEMV's 2.62% yield.


TTM20252024202320222021202020192018201720162015
NFFFX
American Funds New World Fund
6.26%6.01%4.01%2.78%1.21%7.23%0.35%3.95%2.62%2.17%1.28%0.94%
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
2.62%2.65%3.50%2.75%1.93%2.14%2.45%2.63%2.46%2.34%2.79%2.55%

Drawdowns

NFFFX vs. EEMV - Drawdown Comparison

The maximum NFFFX drawdown since its inception was -50.17%, which is greater than EEMV's maximum drawdown of -31.56%. Use the drawdown chart below to compare losses from any high point for NFFFX and EEMV.


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Drawdown Indicators


NFFFXEEMVDifference

Max Drawdown

Largest peak-to-trough decline

-50.17%

-31.56%

-18.61%

Max Drawdown (1Y)

Largest decline over 1 year

-13.01%

-9.22%

-3.79%

Max Drawdown (5Y)

Largest decline over 5 years

-33.48%

-21.97%

-11.51%

Max Drawdown (10Y)

Largest decline over 10 years

-33.48%

-31.56%

-1.92%

Current Drawdown

Current decline from peak

-13.01%

-6.88%

-6.13%

Average Drawdown

Average peak-to-trough decline

-9.89%

-8.05%

-1.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

2.41%

+0.65%

Volatility

NFFFX vs. EEMV - Volatility Comparison

The current volatility for American Funds New World Fund (NFFFX) is 6.38%, while iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) has a volatility of 7.36%. This indicates that NFFFX experiences smaller price fluctuations and is considered to be less risky than EEMV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NFFFXEEMVDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.38%

7.36%

-0.98%

Volatility (6M)

Calculated over the trailing 6-month period

10.73%

9.48%

+1.25%

Volatility (1Y)

Calculated over the trailing 1-year period

15.45%

12.91%

+2.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.12%

11.48%

+3.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.96%

13.74%

+2.22%