EMGNX Mutual Fund

NAV$39.95

Returns Overview

1 Month
-4.97%
3 Months
+1.73%
6 Months
+6.53%
YTD
+13.24%
1 Year
+40.97%
3 Years (annualized)
+21.06%
5 Years (annualized)
+4.43%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMGNX 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)
+13.24%
Peer Avg (YTD)
+23.08%
vs Peers
-9.84%

EMGNX Mutual Fund Performance

EMGNX performance across multiple time periods: 1-month -4.97%, YTD 13.24%, 1-year 40.97%, 3-year 21.06%, 5-year 4.43%, 10-year 9.11%.

EMGNX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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