Columbia EM Core ex-China ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$30.12
- Net Assets:$0 Million
- NAV:$30.18
- Premium-0.2%
- Peer Rank:49 of 104
- Investment Rating:C-
- Performance:C
- RiskC
We rate Columbia EM Core ex China at C-. Positive factors that influence this rating include a low price volatility, low expense structure and long term portfolio management tenure. The fund may be considered for investors seeking an Emerging Market Equity strategy.
Total return ranks below peers over the last three years. The Columbia EM Core ex China has returned an annual rate of 8.04% since inception. More recently, the fund has generated a total return of 6.06% in the last five years, 0.25% in the last three years, and 14.78% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 53% of them. It has also outpaced 37% of its competitors on a three year basis and 66% of them over the last year for the period ending 2/29/2024. On a year to date basis, XCEM has returned 0.56%.
Downside risk has been below average. XCEM has a draw down risk of -30.58%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 18.2%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As XCEM is an exchange traded fund, it has no front end or back end load.
The Columbia EM Core ex China is managed by Christopher Lo at Columbia Mgmt Investment Advisers L. This fund is one of 12 Columbia Mgmt Investment Advisers L exchange-traded funds launched since 11/30/2009 that we track.