MEMSX Mutual Fund

NAV$10.78

Returns Overview

1 Month
-8.72%
3 Months
-2.71%
6 Months
+0.75%
YTD
+10.22%
1 Year
+41.37%
3 Years (annualized)
+17.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMSX 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)
+10.22%
Peer Avg (YTD)
+23.08%
vs Peers
-12.85%

MEMSX Mutual Fund Performance

MEMSX performance across multiple time periods: 1-month -8.72%, YTD 10.22%, 1-year 41.37%, 3-year 17.69%.

MEMSX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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