SEMGX vs. ZIM

Last updated Apr 1, 2026

Compare and contrast key facts about DWS Emerging Markets Equity Fund (SEMGX) and ZIM Integrated Shipping Services Ltd. (ZIM).

SEMGX is managed by DWS. It was launched on May 7, 1996.

Performance

SEMGX vs. ZIM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS Emerging Markets Equity Fund (SEMGX) and ZIM Integrated Shipping Services Ltd. (ZIM). The values are adjusted to include any dividend payments, if applicable.

SEMGX vs. ZIM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
SEMGX DWS Emerging Markets Equity Fund	-1.44%	28.85%	7.48%	6.32%	-21.66%	-16.00%
ZIM ZIM Integrated Shipping Services Ltd.	28.30%	28.11%	176.93%	-21.06%	-52.70%	463.11%

Returns By Period

In the year-to-date period, SEMGX achieves a -1.44% return, which is significantly lower than ZIM's 28.30% return.

SEMGX

• 1D: -2.04%
• 1M: -14.78%
• YTD: -1.44%
• 6M: 4.16%
• 1Y: 25.42%
• 3Y*: 11.59%
• 5Y*: -0.25%
• 10Y*: 6.44%

ZIM

• 1D: 1.82%
• 1M: -5.52%
• YTD: 28.30%
• 6M: 104.13%
• 1Y: 98.85%
• 3Y*: 37.85%
• 5Y*: 32.97%
• 10Y*: —

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

Return for Risk

SEMGX vs. ZIM — Risk / Return Rank

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

SEMGX

SEMGX Risk / Return Rank: 65
SEMGX Sharpe Ratio Rank: 68
SEMGX Sortino Ratio Rank: 68
SEMGX Omega Ratio Rank: 65
SEMGX Calmar Ratio Rank: 62
SEMGX Martin Ratio Rank: 62

ZIM

ZIM Risk / Return Rank: 84
ZIM Sharpe Ratio Rank: 86
ZIM Sortino Ratio Rank: 86
ZIM Omega Ratio Rank: 83
ZIM Calmar Ratio Rank: 84
ZIM Martin Ratio Rank: 81

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.

SEMGX vs. ZIM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS Emerging Markets Equity Fund (SEMGX) and ZIM Integrated Shipping Services Ltd. (ZIM). 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.

	SEMGX	ZIM	Difference
Sharpe ratio Return per unit of total volatility	1.19	1.57	-0.39
Sortino ratio Return per unit of downside risk	1.70	2.42	-0.72
Omega ratio Gain probability vs. loss probability	1.24	1.30	-0.06
Calmar ratio Return relative to maximum drawdown	1.43	2.68	-1.25
Martin ratio Return relative to average drawdown	5.90	6.03	-0.13
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SEMGX vs. ZIM - Sharpe Ratio Comparison

The current SEMGX Sharpe Ratio is 1.19, which is comparable to the ZIM Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of SEMGX and ZIM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SEMGX	ZIM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.19	1.57	-0.39
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.01	0.49	-0.51
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.36	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.22	0.80	-0.58

Correlation

The correlation between SEMGX and ZIM is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

SEMGX vs. ZIM - Dividend Comparison

SEMGX's dividend yield for the trailing twelve months is around 3.04%, less than ZIM's 7.55% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SEMGX DWS Emerging Markets Equity Fund	3.04%	3.00%	0.15%	2.16%	2.16%	1.71%	1.23%	1.94%	0.71%	0.62%	0.54%	0.23%
ZIM ZIM Integrated Shipping Services Ltd.	7.55%	20.16%	22.40%	64.84%	160.27%	7.65%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

SEMGX vs. ZIM - Drawdown Comparison

The maximum SEMGX drawdown since its inception was -67.21%, smaller than the maximum ZIM drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for SEMGX and ZIM.

Drawdown Indicators

	SEMGX	ZIM	Difference
Max Drawdown Largest peak-to-trough decline	-67.21%	-84.68%	+17.47%
Max Drawdown (1Y) Largest decline over 1 year	-16.11%	-32.64%	+16.53%
Max Drawdown (5Y) Largest decline over 5 years	-41.58%	-84.68%	+43.10%
Max Drawdown (10Y) Largest decline over 10 years	-45.82%	—	—
Current Drawdown Current decline from peak	-16.11%	-6.94%	-9.17%
Average Drawdown Average peak-to-trough decline	-25.39%	-41.12%	+15.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.90%	14.49%	-10.59%

Volatility

SEMGX vs. ZIM - Volatility Comparison

The current volatility for DWS Emerging Markets Equity Fund (SEMGX) is 8.75%, while ZIM Integrated Shipping Services Ltd. (ZIM) has a volatility of 9.55%. This indicates that SEMGX experiences smaller price fluctuations and is considered to be less risky than ZIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SEMGX	ZIM	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.75%	9.55%	-0.80%
Volatility (6M) Calculated over the trailing 6-month period	14.44%	40.45%	-26.01%
Volatility (1Y) Calculated over the trailing 1-year period	20.97%	63.53%	-42.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.07%	67.47%	-49.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.00%	68.52%	-50.52%