MEMKX Mutual Fund

NAV$14.74

Returns Overview

1 Month
-2.12%
3 Months
+4.24%
6 Months
+9.59%
YTD
+15.07%
1 Year
+36.85%
3 Years (annualized)
+15.66%
5 Years (annualized)
+4.01%
10 Years (annualized)
+8.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMKX 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)
+15.07%
Peer Avg (YTD)
+23.08%
vs Peers
-8.01%

MEMKX Mutual Fund Performance

MEMKX performance across multiple time periods: 1-month -2.12%, YTD 15.07%, 1-year 36.85%, 3-year 15.66%, 5-year 4.01%, 10-year 8.21%.

MEMKX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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