Bridgewater Associates Performance Guide: Compare Returns of S&P 500 and iShares Core MSCI Emerging Markets ETF (IEMG)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and IEMG | ||
|---|---|---|
| S&P 500 | IEMG | |
| Start Date | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $40.30 |
| End Date | Jul-01-2024 | Jul-02-2024 |
| End Price | $5,475.09 | $53.79 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Feb-29-2016 |
| Min Price | $2,503.97 | $29.60 |
| Max Date | Jul-01-2024 | Jun-30-2021 |
| Max Price | $5,475.09 | $61.37 |
| Total Return | 112.06% | 33.48% |
| Annualized Return | 7.74% | 2.91% |
| Current Value of $1,000 Purchase | $2,121 | $1,335 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 17.12% |
| Minimum Return | -25.54% | -34.56% |
| Maximum Return | 118.66% | 107.33% |
| Number Profitable Returns | 6,509 | 5,539 |
| Percent Profitable Returns | 89.66% | 76.29% |
| Number Unprofitable Returns | 751 | 1,721 |
| Percent Unprofitable Returns | 10.34% | 23.71% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 3.22 |
IEMG Performance Table and Chart
IEMG Dividend Chart
IEMG Dollar-cost Average
IEMG Trendline Chart
IEMG Moving Average Chart
IEMG Stock Return Map - See Patterns of Gains and Losses
IEMG Stock Returns/Purchase Dates