EMECX Mutual Fund

NAV$16.33

Returns Overview

1 Month
-6.74%
3 Months
+0.37%
6 Months
+9.82%
YTD
+16.89%
1 Year
+50.76%
3 Years (annualized)
+22.96%
5 Years (annualized)
+10.03%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMECX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.89%
Peer Avg (YTD)
+23.08%
vs Peers
-6.18%

EMECX Mutual Fund Performance

EMECX performance across multiple time periods: 1-month -6.74%, YTD 16.89%, 1-year 50.76%, 3-year 22.96%, 5-year 10.03%, 10-year 13.18%.

EMECX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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