PortfolioMetrics

EMLC vs. PFXF - ETF Comparison

EMLC - VanEck J. P. Morgan EM Local Currency Bond ETF

The VanEck J. P. Morgan EM Local Currency Bond ETF provides exposure to debt of emerging markets issuers denominated in local currencies, offering a diversification opportunity for fixed income investors beyond U.S. borders. This ETF can serve as a hedge against the U.S. dollar and enhance returns in low-interest-rate environments.

PFXF - VanEck Preferred Securities ex Financials ETF

The VanEck Preferred Securities ex Financials ETF is an exchange-traded fund that tracks the ICE Exchange-Listed Fixed & Adjustable Rate Non-Financial Preferred Securities Index, providing investors with broad exposure to the US corporate preferred securities market, excluding financials.

EMLCPFXF
Fund NameVanEck J. P. Morgan EM Local Currency Bond ETFVanEck Preferred Securities ex Financials ETF
Fund ProviderVanEckVanEck
IndexJ.P. Morgan Government Bond Index Emerging Markets Global Core IndexICE Exchange-Listed Fixed & Adjustable Rate Non-Financial Preferred Securities Index
Asset ClassBondsEquity
ListingUS-listedUS-listed
Expense Ratio0.30%0.41%
Inception Date2010-07-222012-07-16
Number Of Holdings40699
RegionEmerging MarketsUnited States
LeveragedNon-leveragedNon-leveraged
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Key Metrics

Performance Metrics

Risk Metrics

Detailed Returns

Benchmark Comparison

Key Metrics

Performance Metrics

Risk Metrics

Detailed Returns

Benchmark Comparison

Performance Analysis

The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.

Cumulative Returns

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End of Year Returns Table

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End of Year Returns

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Risk Analysis

The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.

Drawdowns

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Drawdowns Table

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Monte Carlo Simulation

The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.

IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.

Monte Carlo Metrics

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Simulated Portfolio Prices

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