MEMFX Mutual Fund

NAV$43.48

Returns Overview

1 Month
-2.36%
3 Months
+1.61%
6 Months
+6.23%
YTD
+10.86%
1 Year
+34.18%
3 Years (annualized)
+20.28%
5 Years (annualized)
+6.06%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMFX 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 Markets Index (net)
This Mutual Fund (YTD)
+10.86%
Peer Avg (YTD)
+23.08%
vs Peers
-12.21%

MEMFX Mutual Fund Performance

MEMFX performance across multiple time periods: 1-month -2.36%, YTD 10.86%, 1-year 34.18%, 3-year 20.28%, 5-year 6.06%, 10-year 8.38%.

MEMFX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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