EMCCX Mutual Fund

NAV$64.51

Returns Overview

1 Month
-1.27%
3 Months
+6.10%
6 Months
+10.20%
YTD
+12.84%
1 Year
+19.84%
3 Years (annualized)
+12.08%
5 Years (annualized)
+3.86%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMCCX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI USA Small Cap Index(^M2USSC)
This Mutual Fund (YTD)
+12.84%
Peer Avg (YTD)
+18.52%
vs Peers
-5.69%

EMCCX Mutual Fund Performance

EMCCX performance across multiple time periods: 1-month -1.27%, YTD 12.84%, 1-year 19.84%, 3-year 12.08%, 5-year 3.86%, 10-year 10.56%.

EMCCX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.99%, investors should weigh costs against performance when evaluating this mutual fund.

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