EMACX Mutual Fund

NAV$15.79

Returns Overview

1 Month
-0.50%
3 Months
+0.38%
6 Months
+3.75%
YTD
+6.83%
1 Year
+19.51%
3 Years (annualized)
+13.28%
5 Years (annualized)
+7.43%
10 Years (annualized)
+6.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMACX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.83%
Peer Avg (YTD)
+3.78%
vs Peers
+3.06%

EMACX Mutual Fund Performance

EMACX performance across multiple time periods: 1-month -0.50%, YTD 6.83%, 1-year 19.51%, 3-year 13.28%, 5-year 7.43%, 10-year 6.24%.

EMACX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

EMACX performance comparison shows side-by-side returns with another fund. EMACX alternatives are available in the Mutual Fund Screener.