EMGAX Mutual Fund

NAV$37.43

Returns Overview

1 Month
-7.24%
3 Months
-0.13%
6 Months
+2.66%
YTD
+10.38%
1 Year
+40.52%
3 Years (annualized)
+20.69%
5 Years (annualized)
+4.11%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMGAX 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)
+10.38%
Peer Avg (YTD)
+23.08%
vs Peers
-12.70%

EMGAX Mutual Fund Performance

EMGAX performance across multiple time periods: 1-month -7.24%, YTD 10.38%, 1-year 40.52%, 3-year 20.69%, 5-year 4.11%, 10-year 8.74%.

EMGAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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