MEMGX Mutual Fund

NAV$48.16

Returns Overview

1 Month
-2.33%
3 Months
+1.69%
6 Months
+6.36%
YTD
+11.02%
1 Year
+34.51%
3 Years (annualized)
+20.58%
5 Years (annualized)
+6.33%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMGX 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)
+11.02%
Peer Avg (YTD)
+23.08%
vs Peers
-12.06%

MEMGX Mutual Fund Performance

MEMGX performance across multiple time periods: 1-month -2.33%, YTD 11.02%, 1-year 34.51%, 3-year 20.58%, 5-year 6.33%, 10-year 8.66%.

MEMGX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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