EMERGING MARKETS Competition

AMKIX Fund

USD 16.39 -0.04 -0.24%

The fund is listed under the Diversified Emerging Mkts category and is part of the American Century Investments family. Comparable companies for Emerging Markets include TEMPLETON DEVELOPING, TEMPLETON DEVELOPING, GOLDMAN SACHS, CLEARBRIDGE MID, and GOLDMAN SACHS and related peers. This context supports benchmarking against similarly positioned firms. This peer module benchmarks EMERGING MARKETS across key technical and fundamental signals. This module tests whether EMERGING MARKETS has durable advantages versus sector peers. The peer view highlights how EMERGING MARKETS measures up across multiple dimensions. All figures are based on reported data and are informational in nature.

EMERGING MARKETS and HENNESSY FOCUS Correlation Details

Very weak diversification

Across the chosen horizon, AMKIX and HFCIX show a correlation of 0.44 and fall into the Very weak diversification bucket. The overlap area represents the portion of risk that may be diversified away when both instruments are held together and nothing else in the portfolio changes.

Moving together with EMERGING Mutual Fund

0.88	AMDVX	Mid Cap Value	Pair Corr
0.87	AMGIX	Income Growth	Pair Corr
0.72	CDBCX	Diversified Bond	Pair Corr

Moving against EMERGING Mutual Fund

0.55	TWCGX	Growth Fund Investor	Pair Corr
0.43	TWCAX	Select Fund A	Pair Corr
0.4	TWCIX	Select Fund Investor	Pair Corr

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The mean reversion principle applied to EMERGING MARKETS's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.

Hype

Prediction

Low	Estimated	High
14.99	16.39	17.79

Details

Intrinsic

Valuation

Low	Real	High
14.75	17.85	19.25

Details

Naive

Forecast

Low	Next	High
15.06	16.46	17.86

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
15.76	16.89	18.02

Details

Peer comparison enriches EMERGING MARKETS analysis by revealing how the company ranks against competitors on key metrics. This relative perspective often changes investment conclusions drawn from standalone fundamental analysis.

EMERGING MARKETS Competition Correlation Matrix

Reviewing how Emerging Markets Fund moves relative to competing funds can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.

	TEDMX	TDMTX	GCMAX	SMBYX	GEMAX	FGADX	RLITX	LISIX	SEQFX	HFCIX
TEDMX		1.0	0.88	0.5	0.99	0.84	0.69	0.78	0.96	0.4	TEDMX
TDMTX	1.0		0.88	0.51	0.99	0.84	0.68	0.78	0.96	0.39	TDMTX
GCMAX	0.88	0.88		0.74	0.9	0.81	0.61	0.86	0.88	0.44	GCMAX
SMBYX	0.5	0.51	0.74		0.55	0.61	0.53	0.86	0.6	0.68	SMBYX
GEMAX	0.99	0.99	0.9	0.55		0.83	0.69	0.82	0.97	0.39	GEMAX
FGADX	0.84	0.84	0.81	0.61	0.83		0.66	0.75	0.84	0.46	FGADX
RLITX	0.69	0.68	0.61	0.53	0.69	0.66		0.69	0.74	0.57	RLITX
LISIX	0.78	0.78	0.86	0.86	0.82	0.75	0.69		0.87	0.63	LISIX
SEQFX	0.96	0.96	0.88	0.6	0.97	0.84	0.74	0.87		0.44	SEQFX
HFCIX	0.4	0.39	0.44	0.68	0.39	0.46	0.57	0.63	0.44		HFCIX
	TEDMX	TDMTX	GCMAX	SMBYX	GEMAX	FGADX	RLITX	LISIX	SEQFX	HFCIX

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Risk-Adjusted Indicators

There is a big difference between EMERGING Mutual Fund performing well and EMERGING MARKETS Mutual Fund doing well as a business compared to the competition. Risk-adjusted metrics allow investors to compare EMERGING MARKETS's efficiency and downside exposure against peers in a more meaningful way. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
TEDMX	0.97	0.16	0.16	-1.27	1.39	-0.99	2.04	-1.46	8.45
TDMTX	0.96	0.14	0.14	-1.07	1.40	-0.96	2.05	-1.46	8.51
GCMAX	0.73	-0.02	0.00	0.09	0.00	0.00	1.28	-1.77	5.02
SMBYX	0.72	0.02	0.00	-0.07	0.00	0.00	1.32	-1.89	4.69
GEMAX	0.91	0.10	0.12	-0.55	1.43	-0.87	2.05	-1.81	8.58
FGADX	2.43	0.19	0.04	0.06	3.83	-2.25	4.85	-6.49	16.65
RLITX	1.26	0.58	0.57	0.44	0.46	-1.78	1.23	-1.29	36.31
LISIX	0.68	0.05	0.00	-0.02	0.00	0.00	1.21	-1.29	4.40
SEQFX	0.84	0.21	0.16	0.15	1.18	-0.91	1.76	-1.39	7.53
HFCIX	1.41	0.12	0.05	0.00	1.67	-1.52	2.98	-2.78	6.59

EMERGING MARKETS Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	AMKIX	TEDMX	TDMTX	GCMAX	SMBYX	GEMAX	FGADX	RLITX	LISIX	SEQFX
	0.24 16.39 EMERGING	1.36 28.92 TEMPLETON	1.40 28.23 TEMPLETON	1.30 34.80 GOLDMAN	0.29 38.14 CLEARBRIDGE	1.01 30.33 GOLDMAN	6.49 49.44 FRANKLIN	0.54 12.98 LAZARD	0.54 12.96 LAZARD	0.60 14.95 SIT
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Moderate	Balanced	Balanced	Soft	Weak	Moderate	Weak	Weak	Weak	Moderate
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Over Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Hold	Strong Hold	Cautious Hold	Hold	Hold	Strong Sell	Strong Hold	Strong Hold	Strong Buy
Net Asset	1.87 B	2.35 B	2.35 B	1.13 B	1.63 B	3.24 B	729.8 M	6.51 B	1.58 B	1.79 B
Minimum Initial Investment	5 M	N/A	N/A	N/A	N/A	N/A	100 K	N/A	10 K	N/A
Price To Book	2.54	1.78	1.71	1.93	2.57	2.39	1.28	2.45	2.45	N/A
Five Year Return	2.65	5.18	4.95	7.72	2.39	1.27	25.37	4.24	4.39	3.84
One Year Return	42.01	46.36	47.0	15.83	8.52	35.64	100.0	17.03	15.65	36.71
Last Dividend Paid	0.11	N/A	N/A	N/A	N/A	N/A	2.52	0.15	0.15	0.11
Price To Earning	16.22	14.88	13.98	4.08	17.22	4.8	18.89	18.0	18.0	N/A
Price To Sales	1.85	1.33	1.28	1.77	1.2	2.06	1.2	1.54	1.54	N/A
Cash Position Weight	2.37	2.8	2.8	1.23	2.97	0.02	1.77	4.42	3.4	3.39
Equity Positions Weight	97.63	97.2	97.2	98.77	97.04	99.99	97.83	94.46	96.04	96.61
Three Year Return	21.08	22.32	22.56	13.83	10.48	18.05	58.42	11.87	12.95	17.82
Annual Yield	0.0113	0.0146	0.0094	0.0071	0.0017	0.0037	0.0733	0.0163	0.0163	0.0338
Year To Date Return	8.2	7.41	10.29	2.92	0.48	7.26	9.71	1.83	0.61	4.96
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	0.17	N/A	0.56	N/A
Ten Year Return	4.43	2.62	1.87	8.07	10.41	3.79	-3.38	6.88	6.9	1.61
Day Typical Price	16.39	28.92	28.23	34.8	38.14	30.33	49.44	12.98	12.96	14.95
Period Momentum Indicator	-0.04	-0.40	-0.40	-0.46	-0.11	-0.31	-3.43	-0.07	-0.07	-0.09
Rate Of Daily Change	1.0	0.99	0.99	0.99	1.0	0.99	0.94	0.99	0.99	0.99
Day Median Price	16.39	28.92	28.23	34.8	38.14	30.33	49.44	12.98	12.96	14.95
Price Action Indicator	-0.02	-0.20	-0.20	-0.23	-0.06	-0.16	-1.71	-0.04	-0.04	-0.04
Relative Strength Index	N/A	N/A	49.94	42.94	38.81	46.5	N/A	39.17	39.18	N/A
Coefficient Of Variation	901.73	767.29	840.99	-50,518	-1,617	1027.7	3934.76	852.69	-27,801	834.14
Mean Deviation	0.9897	0.9704	0.9601	0.7254	0.7173	0.9101	2.43	1.26	0.6834	0.8417
Jensen Alpha	0.2319	0.1595	0.1421	-0.02	0.0199	0.1004	0.1879	0.5764	0.0494	0.2059
Total Risk Alpha	0.2882	0.3195	0.3022	0.0914	0.0323	0.2605	0.4339	0.9322	0.081	0.2578
Sortino Ratio	0.1391	0.1556	0.1449	N/A	N/A	0.1236	0.0396	0.5688	N/A	0.1613
Downside Variance	2.66	2.71	2.73	N/A	N/A	2.72	16.37	0.9962	N/A	1.8
Standard Deviation	1.37	1.39	1.38	0.9663	0.9365	1.32	3.35	4.2	0.8802	1.18
Kurtosis	4.69	5.32	5.56	0.3709	0.3088	6.32	0.9459	60.11	1.04	6.42
Potential Upside	2.24	2.04	2.05	1.28	1.32	2.05	4.85	1.23	1.21	1.76
Treynor Ratio	0.1338	-1.27	-1.07	0.0916	-0.07	-0.55	0.0568	0.4381	-0.02	0.1503
Maximum Drawdown	8.26	8.45	8.51	5.02	4.69	8.58	16.65	36.31	4.4	7.53
Variance	1.87	1.93	1.91	0.9337	0.8769	1.75	11.24	17.65	0.7747	1.39
Market Risk Adjusted Performance	0.1438	-1.26	-1.06	0.1016	-0.06	-0.54	0.0668	0.4481	-0.01	0.1603
Risk Adjusted Performance	0.0923	0.1079	0.0988	2.0E-4	-0.05	0.0813	0.0278	0.1013	-0.0019	0.0986
Skewness	-1.34	-1.43	-1.45	-0.19	-0.27	-1.58	-0.85	7.58	-0.77	-1.64
Semi Deviation	1.43	1.39	1.4	N/A	N/A	1.43	3.83	0.4636	N/A	1.18
Information Ratio	0.1657	0.1844	0.1732	0.0757	0.0183	0.154	0.0478	0.1351	0.0816	0.1834
Value At Risk	-1.56	-1.46	-1.46	-1.77	-1.89	-1.81	-6.49	-1.29	-1.29	-1.39
Expected Short fall	-1.03	-0.99	-0.96	N/A	N/A	-0.87	-2.25	-1.78	N/A	-0.91
Downside Deviation	1.63	1.64	1.65	N/A	N/A	1.65	4.05	0.9981	N/A	1.34
Semi Variance	2.06	1.93	1.96	N/A	N/A	2.04	14.64	0.2149	N/A	1.39

EMERGING MARKETS Competition Peer Performance Charts

How to Analyze EMERGING MARKETS Against Peers

EMERGING MARKETS's peer analysis compares EMERGING MARKETS with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether EMERGING MARKETS trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where EMERGING MARKETS leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Competitor benchmarking for EMERGING MARKETS often reveals which operating metrics are genuinely differentiated and which appear similar across the peer group. Short interest comparison for EMERGING MARKETS and its peers can highlight which companies attract the most skepticism from market participants. Relative analysis can highlight whether current pricing already reflects peer-group strengths or weaknesses.

Inputs for Emerging Markets Fund come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors

Last reviewed on March 14th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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EMERGING MARKETS Competition

EMERGING MARKETS and HENNESSY FOCUS Correlation Details

Moving together with EMERGING Mutual Fund

Moving against EMERGING Mutual Fund

Specify up to 10 symbols:

EMERGING MARKETS Competition Correlation Matrix

Risk-Adjusted Indicators

EMERGING MARKETS Competitive Analysis

EMERGING MARKETS Competition Peer Performance Charts

How to Analyze EMERGING MARKETS Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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