Summary
AGEM
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 40.55% Volatility 20.93% Sharpe 1.81
Official loaded data — not a live quote.

abrdn Emerging Markets Dividend Active ETF

Symbol: AGEM

Exchange: NASDAQ

Sector: Technology

Category: Diversified Emerging Mkts

Inception date: 17/11/1999

Latest date: 16/07/2026

Current price: $46.37

Expense ratio: 0.70%

Assets under management
$361.4M
-0.43% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-6.65%

Ann. -62.99% (Sharpe / Sortino numerator)

Volatility

36.78%

Sharpe ratio

-1.811

VaR 95%

-3.78%

CVaR 95%: -4.72%
Max drawdown: -7.83%
Sortino ratio: -2.600
Calmar ratio: -8.04

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.35%

Ann. 12.00% (Sharpe / Sortino numerator)

Volatility

26.58%

Sharpe ratio

0.315

VaR 95%

-3.02%

CVaR 95%: -3.96%
Max drawdown: -14.27%
Sortino ratio: 0.405
Calmar ratio: 0.84

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

14.50%

Ann. 17.65% (Sharpe / Sortino numerator)

Volatility

21.60%

Sharpe ratio

0.649

VaR 95%

-2.01%

CVaR 95%: -3.32%
Max drawdown: -14.27%
Sortino ratio: 0.836
Calmar ratio: 1.24

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

40.55%

Ann. 41.56% (Sharpe / Sortino numerator)

Volatility

20.93%

Sharpe ratio

1.813

VaR 95%

-1.75%

CVaR 95%: -3.19%
Max drawdown: -14.27%
Sortino ratio: 2.218
Calmar ratio: 2.91

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.147%

Best day

5.284%

08/04/2026
Worst day

-6.0%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $46.57 $46.75 $45.20 $46.37 9,300
15/07/2026 $47.00 $47.68 $46.94 $47.47 6,200
14/07/2026 $47.68 $47.73 $47.59 $47.71 10,100
13/07/2026 $47.26 $47.38 $46.78 $46.86 7,400
10/07/2026 $48.13 $48.64 $48.13 $48.48 6,700
09/07/2026 $48.47 $49.99 $46.31 $48.37 32,700
08/07/2026 $47.50 $48.18 $47.17 $48.09 6,800
07/07/2026 $47.98 $48.26 $47.83 $47.99 8,000
06/07/2026 $49.24 $49.47 $49.24 $49.42 3,400
02/07/2026 $47.99 $48.27 $46.97 $47.60 2,300