EMGRX Mutual Fund

NAV$12.26

Returns Overview

1 Month
-3.54%
3 Months
+7.07%
6 Months
+7.83%
YTD
+11.25%
1 Year
+26.28%
3 Years (annualized)
+15.68%
5 Years (annualized)
+9.51%
10 Years (annualized)
+12.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMGRX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.25%
Peer Avg (YTD)
+18.52%
vs Peers
-7.27%

EMGRX Mutual Fund Performance

EMGRX performance across multiple time periods: 1-month -3.54%, YTD 11.25%, 1-year 26.28%, 3-year 15.68%, 5-year 9.51%, 10-year 12.95%.

EMGRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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