SIVLX vs. EMF
Compare and contrast key facts about Seafarer Overseas Value Fund Institutional Class (SIVLX) and Templeton Emerging Markets Fund (EMF).
SIVLX is an actively managed fund by Seafarer. It was launched on May 31, 2016. EMF is an actively managed fund by Franklin Templeton. It was launched on Feb 27, 1987.
Performance
SIVLX vs. EMF - Performance Comparison
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SIVLX vs. EMF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIVLX Seafarer Overseas Value Fund Institutional Class | 1.35% | 37.79% | -3.34% | 13.38% | -0.74% | 10.05% | 4.05% | 21.98% | -13.91% | 23.02% |
EMF Templeton Emerging Markets Fund | 3.98% | 58.20% | 6.56% | 8.84% | -21.53% | -8.23% | 24.48% | 27.20% | -14.78% | 50.56% |
Returns By Period
In the year-to-date period, SIVLX achieves a 1.35% return, which is significantly lower than EMF's 3.98% return.
SIVLX
- 1D
- -0.35%
- 1M
- -12.15%
- YTD
- 1.35%
- 6M
- 6.20%
- 1Y
- 33.08%
- 3Y*
- 13.40%
- 5Y*
- 9.45%
- 10Y*
- —
EMF
- 1D
- 4.67%
- 1M
- -14.87%
- YTD
- 3.98%
- 6M
- 12.14%
- 1Y
- 50.40%
- 3Y*
- 23.03%
- 5Y*
- 5.86%
- 10Y*
- 12.50%
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SIVLX vs. EMF - Expense Ratio Comparison
SIVLX has a 1.05% expense ratio, which is lower than EMF's 1.43% expense ratio.
Return for Risk
SIVLX vs. EMF — Risk / Return Rank
SIVLX
EMF
SIVLX vs. EMF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Seafarer Overseas Value Fund Institutional Class (SIVLX) and Templeton Emerging Markets Fund (EMF). 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.
| SIVLX | EMF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.52 | 2.29 | +0.22 |
Sortino ratioReturn per unit of downside risk | 3.06 | 2.78 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.44 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 2.49 | -0.06 |
Martin ratioReturn relative to average drawdown | 9.89 | 10.41 | -0.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SIVLX | EMF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | 2.29 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.30 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.20 | +0.53 |
Correlation
The correlation between SIVLX and EMF is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SIVLX vs. EMF - Dividend Comparison
SIVLX's dividend yield for the trailing twelve months is around 4.98%, less than EMF's 9.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIVLX Seafarer Overseas Value Fund Institutional Class | 4.98% | 5.05% | 4.23% | 2.93% | 1.70% | 3.56% | 1.38% | 3.06% | 3.30% | 3.41% | 0.00% | 0.00% |
EMF Templeton Emerging Markets Fund | 9.47% | 9.73% | 4.28% | 6.22% | 9.89% | 6.92% | 3.51% | 7.36% | 5.92% | 12.11% | 1.62% | 12.81% |
Drawdowns
SIVLX vs. EMF - Drawdown Comparison
The maximum SIVLX drawdown since its inception was -33.09%, smaller than the maximum EMF drawdown of -76.97%. Use the drawdown chart below to compare losses from any high point for SIVLX and EMF.
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Drawdown Indicators
| SIVLX | EMF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.09% | -76.97% | +43.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -19.48% | +6.97% |
Max Drawdown (5Y)Largest decline over 5 years | -16.39% | -45.87% | +29.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.65% | — |
Current DrawdownCurrent decline from peak | -12.51% | -15.72% | +3.21% |
Average DrawdownAverage peak-to-trough decline | -5.60% | -29.12% | +23.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 4.66% | -1.59% |
Volatility
SIVLX vs. EMF - Volatility Comparison
The current volatility for Seafarer Overseas Value Fund Institutional Class (SIVLX) is 6.19%, while Templeton Emerging Markets Fund (EMF) has a volatility of 12.00%. This indicates that SIVLX experiences smaller price fluctuations and is considered to be less risky than EMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIVLX | EMF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 12.00% | -5.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 17.23% | -8.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.58% | 22.15% | -9.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.50% | 19.85% | -8.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.55% | 20.28% | -7.73% |