As a result of its focus on reducing volatility, EEMV historically has declined less than the market during market downturns. A comparison of EEMV’s performance versus the general Emerging Markets Index can be viewed here.

EEMV, with $4.4 billion in total assets, has had a year-to-date return of 11.69%, beating the S&P 500’s return of 6.12%. The upward trend of the fund’s share price is shown in the chart below. The fund has had an overall positive run since its inception in 2011, producing a total return of 22.22%. It also has a dividend yield of 2.40% and an expense ratio of 0.69%.