Emerging Markets Targeted Fund Manager Performance Evaluation

DEMGX Fund  USD 13.65  0.16  1.19%   
The fund shows a Beta (market volatility) of 0.43, which alludes to possible diversification benefits within a given portfolio. Returns on Emerging Markets tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Moderate
 
Weak
 
Strong
On a recent 90-day basis, Emerging Markets Targeted sits below 10% of comparable funds and fund portfolios in risk-adjusted performance. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat weak technical and fundamental indicators, Emerging Markets may actually be approaching a critical reversion point that can send shares even higher in April 2026. Learn More
  

Relative Risk vs. Return Landscape

If you had invested $ 1,266 in Emerging Markets Targeted on December 17, 2025 and sold it today you would have earned a total of $ 99.00 from holding Emerging Markets Targeted or generated 7.82% return on investment over 90 days. Emerging Markets Targeted is currently producing a 0.1302% return and carries 0.9652% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Emerging, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
This comparison focuses on expected return, realized volatility, and risk efficiency versus the market. It is most useful when expected return is read together with volatility rather than in isolation. Assuming a 90-day horizon Emerging Markets is expected to generate 1.2 times more return on investment than the market. However, the fund is 1.2 times more volatile than its market benchmark. It trades about 0.13 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.04 per unit of risk.

Historical Prices of Emerging Markets Targeted

Below is the normalized historical share price chart for Emerging Markets Targeted extending back to December 17, 2018. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Emerging Markets stands at 13.65, as last reported on the 17th of March 2026, with the highest price reaching 13.65 and the lowest price hitting 13.65 during the day.
Macro event markers
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

Investors have long observed that Emerging Mutual Fund price tends to fluctuate around a central value over time. This mean reversion pattern is a cornerstone of many forecasting models. However, periods of persistent mispricing in some funds suggest that additional risk factors may account for the delayed correction.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
13.65 90 days 13.65
about 50.69
A normal distribution analysis suggests that the odds of Emerging Markets moving above the current price in 90 days from now are about 50.69 (The distribution above shows where Emerging Mutual Fund price is most likely to fall within the next 90 days based on historical volatility).
Assuming a 90-day horizon Emerging Markets has a beta of 0.43 suggesting as returns on the market go up, Emerging Markets's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding Emerging Markets Targeted is expected to be smaller as well. Additionally, Emerging Markets Targeted has an alpha of 0.1045, implying that it can generate a 0.1045 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   Emerging Markets Price Density   
       Price  

Predictive Modules for Emerging Markets

Forecasting Emerging Markets Targeted involves applying various models to estimate future price behavior. While no method can consistently predict the fund market with certainty, the discipline of building and testing forecasts sharpens investment thinking. Combining several approaches and cross-checking results offers a more balanced view of potential outcomes.
Mean reversion in Emerging Markets' price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Hype
Prediction
LowEstimatedHigh
12.6913.6514.61
Details
Intrinsic
Valuation
LowRealHigh
12.2914.8315.79
Details
Naive
Forecast
LowNextHigh
12.3413.2914.25
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.3114.1314.94
Details
A rigorous investment case for Emerging Markets requires more than studying its own financials. Benchmarking Emerging Markets' performance, valuation, and risk profile against competitors is essential to validate any investment thesis.

Primary Risk Indicators

The mutual fund market has gone through extended periods of turbulence over the past two decades. Emerging Markets has not been immune to these swings. Sudden corrections and sharp rallies have tested many portfolios. Investors can protect against downside risk in Emerging Markets Targeted by monitoring Emerging Markets' fundamental risk indicators and maintaining appropriate hedges.
α
Alpha over Dow Jones
0.10
β
Beta against Dow Jones0.43
σ
Overall volatility
0.58
Ir
Information ratio 0.13

Investor Alerts and Insights

Setting up alerts on Emerging Markets ensures that material changes in technical or fundamental conditions are not missed. These notifications for Emerging Markets Targeted help investors make timely decisions in response to significant fund events.

Emerging Markets Fundamentals Growth

Emerging Markets' fundamentals serve as the primary lens through which investors evaluate Emerging Mutual Fund. Metrics such as earnings growth, revenue consistency, margin trends, and balance sheet strength collectively determine market sentiment toward Emerging Mutual Fund.
Total Asset214.82 M

Performance Metrics & Calculation Methodology

Emerging Markets performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Drawdown profile frames downside sensitivity and recovery characteristics.

This section for Emerging Markets Targeted is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board
Last reviewed on March 13th, 2026