Ashmore Emerging Markets Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.3, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Ashmore Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ashmore Emerging is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ashmore Emerging Markets are ranked lower than 30 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Ashmore Emerging showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 2.5500 |
Ashmore |
Ashmore Emerging Relative Risk vs. Return Landscape
If you would invest 1,016 in Ashmore Emerging Markets on April 27, 2025 and sell it today you would earn a total of 136.00 from holding Ashmore Emerging Markets or generate 13.39% return on investment over 90 days. Ashmore Emerging Markets is currently producing 0.2041% returns and takes up 0.5187% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Ashmore, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ashmore Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ashmore Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ashmore Emerging Markets, and traders can use it to determine the average amount a Ashmore Emerging's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3936
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | EFECX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.52 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.2 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.39 actual daily | 30 70% of assets perform better |
Based on monthly moving average Ashmore Emerging is performing at about 30% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ashmore Emerging by adding it to a well-diversified portfolio.
Ashmore Emerging Fundamentals Growth
Ashmore Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ashmore Emerging, and Ashmore Emerging fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ashmore Mutual Fund performance.
| Price To Earning | 8.74 X | ||||
| Price To Book | 1.37 X | ||||
| Price To Sales | 1.02 X | ||||
| Total Asset | 210 K | ||||
About Ashmore Emerging Performance
Evaluating Ashmore Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ashmore Emerging has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ashmore Emerging has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing principally in equity securities and equity-related investments of Frontier Market Issuers, which may be denominated in any currency, including the local currency of the issuer. Ashmore Emerging is traded on NASDAQ Exchange in the United States.Things to note about Ashmore Emerging Markets performance evaluation
Checking the ongoing alerts about Ashmore Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ashmore Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ashmore Emerging is not yet fully synchronised with the market data | |
| The fund retains about 9.2% of its assets under management (AUM) in cash |
- Analyzing Ashmore Emerging's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ashmore Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Ashmore Emerging's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ashmore Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ashmore Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ashmore Emerging's mutual fund. These opinions can provide insight into Ashmore Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ashmore Mutual Fund
Ashmore Emerging financial ratios help investors to determine whether Ashmore Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ashmore with respect to the benefits of owning Ashmore Emerging security.
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