MEMRX Mutual Fund

NAV$41.92

Returns Overview

1 Month
-2.40%
3 Months
+1.50%
6 Months
+5.97%
YTD
+10.55%
1 Year
+33.55%
3 Years (annualized)
+19.69%
5 Years (annualized)
+5.53%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMRX 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)
+10.55%
Peer Avg (YTD)
+23.08%
vs Peers
-12.53%

MEMRX Mutual Fund Performance

MEMRX performance across multiple time periods: 1-month -2.40%, YTD 10.55%, 1-year 33.55%, 3-year 19.69%, 5-year 5.53%, 10-year 7.85%.

MEMRX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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