Equity Building Block — Emerging Markets
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-04-10
ActiveConstruction v9Jan 2016 – Jul 2026Benchmark: Broad Equity Market Index
AI insights
Generate a briefing on positioning, performance, and risk for Equity Building Block — Emerging Markets.
YTD return
+2.4%
Benchmark +2.1%
1 year
+10.6%
Excess 0.7 pts
Since inception
2.5%
Annualized
Net expense
0.25%
Weighted across 5 sleeves
Growth of a hypothetical investment
100% Equity vs Broad Equity Market Index
Model Benchmark
Jul 2026 Model +29.9% · Benchmark +19.5%
Simulated results for illustration only. Past performance is not indicative of future results.
Calendar year returns
Model versus benchmark, by year
Model Benchmark
Best year 2024 (10.6%) · Weakest year 2022 (-8.7%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.6% | -0.8% | +0.1% |
| 3M | -0.6% | -1.1% | +0.4% |
| YTD | +2.4% | +2.1% | +0.3% |
| 1Y | +10.6% | +9.8% | +0.7% |
| 3Y | +5.4% | +4.9% | +0.5% |
| 5Y | +2.6% | +2.0% | +0.7% |
| Since inception | +2.5% | +1.7% | +0.8% |