EMREX Mutual Fund

NAV$23.76

Returns Overview

1 Month
-9.97%
3 Months
-3.73%
6 Months
+1.45%
YTD
+9.85%
1 Year
+47.13%
3 Years (annualized)
+23.30%
5 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMREX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+9.85%
Peer Avg (YTD)
+23.08%
vs Peers
-13.23%

EMREX Mutual Fund Performance

EMREX performance across multiple time periods: 1-month -9.97%, YTD 9.85%, 1-year 47.13%, 3-year 23.30%, 5-year 6.87%.

EMREX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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