Emerging Markets Competition

UIEMX Fund

USD 26.46 -0.10 -0.38%

The fund is listed under the Diversified Emerging Mkts category and is part of the USAA family. Emerging Markets is often compared with FOUNDRY PARTNERS, FPA Queens, AMG RIVER, Lord Abbett, and Goldman Sachs and additional peers. The list provides context for competitive positioning. Peer comparison for Emerging Markets provides quick context before deeper valuation work.

Correlation: Emerging Markets vs Victory RS Details

Almost no diversification

For the present investment horizon, the measured correlation between UIEMX and RSPMX stands at 0.94, or Almost no diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with Emerging Mutual Fund

0.88	UICGX	Capital Growth	Pair Corr
0.93	UIHIX	High Income Fund	Pair Corr
0.96	UIIFX	INTERNATIONAL FUND	Pair Corr
0.82	UIGIX	Growth Income	Pair Corr

Moving against Emerging Mutual Fund

0.65

UIGRX

Growth Fund Growth

Pair Corr

Specify up to 10 symbols:

While mean reversion in Emerging Markets is a statistically observable tendency, it operates on uncertain timelines. Positions sized too aggressively against the trend can suffer sustained losses before reversion occurs.

Hype

Prediction

Low	Estimated	High
25.73	26.96	28.19

Details

Intrinsic

Valuation

Low	Real	High
23.90	29.02	30.25

Details

Naive

Forecast

Low	Next	High
24.45	25.68	26.90

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
26.47	28.07	29.68

Details

To derive maximum value from Emerging Markets analysis, compare Emerging Markets' metrics against peers. This cross-sectional approach separates idiosyncratic performance from sector-level trends.

Emerging Markets Competition Correlation Matrix

Correlation analysis between Emerging Markets Fund and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	DRSVX	QRSAX	ARSMX	LRSOX	GSXPX	RSPMX
DRSVX		0.97	0.64	0.9	0.94	0.97	DRSVX
QRSAX	0.97		0.63	0.91	0.91	0.97	QRSAX
ARSMX	0.64	0.63		0.79	0.58	0.71	ARSMX
LRSOX	0.9	0.91	0.79		0.91	0.91	LRSOX
GSXPX	0.94	0.91	0.58	0.91		0.93	GSXPX
RSPMX	0.97	0.97	0.71	0.91	0.93		RSPMX
	DRSVX	QRSAX	ARSMX	LRSOX	GSXPX	RSPMX

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. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Emerging Markets' multiple risk-adjusted performance indicators across the competitive landscape. 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
DRSVX	0.79	0.11	0.11	0.06	0.95	-0.82	1.61	-1.76	5.03
QRSAX	0.73	0.15	0.19	0.11	0.67	-0.89	1.80	-1.29	5.31
ARSMX	0.72	0.07	0.10	0.05	0.73	-0.89	1.76	-1.52	6.27
LRSOX	0.82	0.08	0.13	-9.82	0.91	-0.91	2.25	-1.88	7.25
GSXPX	0.81	0.06	0.11	-0.51	1.01	-0.82	1.54	-1.78	5.04
RSPMX	0.77	0.17	0.18	0.14	0.76	-0.82	2.08	-1.48	6.60

Emerging Markets Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	UIEMX	DRSVX	QRSAX	ARSMX	LRSOX	GSXPX	RSPMX
	0.38 26.46 Emerging	0.31 19.51 FOUNDRY	0.04 44.52 FPA	0.11 9.33 AMG	2.17 20.33 Lord	1.68 62.02 Goldman	0.63 28.39 Victory
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Moderate	Mild	Moderate	Soft	Contained	Mild	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Under Valued	Under Valued	Over Valued	Over Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Buy	Buy	Strong Sell	Sell	Strong Buy
Net Asset	914.61 M	238.21 M	696.19 M	353.17 M	1.15 B	429.04 M	440.89 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	3 K
Price To Book	1.46 X	1.43 X	N/A	1.49 X	N/A	N/A	N/A
Five Year Return	6.50 %	7.16 %	N/A	5.35 %	4.61 %	8.97 %	N/A
One Year Return	39.43 %	21.71 %	N/A	6.01 %	12.60 %	28.70 %	N/A
Last Dividend Paid	0.27	0.16	0.09	0.01	N/A	N/A	N/A
Price To Earning	11.88 X	2.09 X	N/A	18.21 X	N/A	N/A	N/A
Price To Sales	1.26 X	0.68 X	N/A	0.77 X	N/A	N/A	N/A
Cash Position Weight	1.10 %	4.26 %	10.53 %	1.61 %	N/A	1.44 %	N/A
Equity Positions Weight	98.91 %	95.74 %	89.43 %	98.39 %	100.00 %	98.56 %	99.84 %
Three Year Return	20.69 %	11.52 %	N/A	9.46 %	8.58 %	13.40 %	N/A
Annual Yield	0.02 %	0.01 %	0.01 %	0.0023 %	0.0036 %	0.01 %	0.01 %
Year To Date Return	7.41 %	5.46 %	N/A	2.20 %	2.25 %	6.06 %	N/A
Ten Year Return	0.79 %	5.70 %	N/A	8.78 %	5.64 %	7.31 %	N/A
Day Typical Price	26.46	19.51	44.52	9.33	20.33	62.02	28.39
Daily Balance Of Power	0	0	9.2 T	0	0	0	0
Period Momentum Indicator	-0.10	-0.06	0.02	-0.01	-0.45	-1.06	-0.18
Rate Of Daily Change	1.0	1.0	1.0	1.0	0.98	0.98	0.99
Day Median Price	26.46	19.51	44.52	9.33	20.33	62.02	28.39
Price Action Indicator	-0.05	-0.03	0.01	-0.01	-0.23	-0.53	-0.09
Relative Strength Index	45.3	40.33	46.89	41.24	38.66	42.16	38.89
Coefficient Of Variation	624.64	1403.21	843.12	2276.02	1291.36	1330.27	781.67
Mean Deviation	0.9214	0.7905	0.7322	0.7196	0.8225	0.8057	0.7691
Jensen Alpha	0.2437	0.1146	0.1531	0.0698	0.0821	0.0621	0.1748
Total Risk Alpha	0.287	0.125	0.1664	0.0951	0.1541	0.1311	0.1957
Sortino Ratio	0.175	0.1091	0.1941	0.1016	0.126	0.1085	0.1835
Downside Variance	2.1	1.04	0.6375	0.6542	1.07	1.15	0.9389
Standard Deviation	1.35	1.03	0.9879	1.01	1.19	1.04	1.09
Kurtosis	5.39	0.3493	1.71	4.56	3.73	0.3349	2.67
Potential Upside	2.15	1.61	1.8	1.76	2.25	1.54	2.08
Treynor Ratio	0.2618	0.0589	0.1115	0.0466	-9.82	-0.51	0.1388
Maximum Drawdown	10.38	5.03	5.31	6.27	7.25	5.04	6.6
Variance	1.82	1.06	0.976	1.02	1.43	1.09	1.2
Market Risk Adjusted Performance	0.2718	0.0689	0.1215	0.0566	-9.81	-0.50	0.1488
Risk Adjusted Performance	0.1316	0.059	0.0964	0.0371	0.065	0.0622	0.1046
Skewness	-0.03	0.1439	0.848	1.4	1.08	0.0698	0.8689
Semi Deviation	1.12	0.9461	0.6682	0.7334	0.9062	1.01	0.7628
Information Ratio	0.1881	0.108	0.1568	0.0813	0.1091	0.1114	0.1624
Value At Risk	-1.47	-1.76	-1.29	-1.52	-1.88	-1.78	-1.48
Expected Short fall	-0.97	-0.82	-0.89	-0.89	-0.91	-0.82	-0.82
Downside Deviation	1.45	1.02	0.7984	0.8088	1.03	1.07	0.969
Semi Variance	1.25	0.8951	0.4465	0.5379	0.8211	1.03	0.5818

Peer Performance Charts

How to Analyze Emerging Markets Against Peers

Emerging Markets' 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.

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Emerging Markets Competition

Correlation: Emerging Markets vs Victory RS Details

Almost no diversification

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

Peer Performance Charts

How to Analyze Emerging Markets Against Peers

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