USEMX Mutual Fund

NAV$30.76

Returns Overview

1 Month
-5.53%
3 Months
+1.42%
6 Months
+10.85%
YTD
+19.27%
1 Year
+60.94%
3 Years (annualized)
+27.74%
5 Years (annualized)
+10.68%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USEMX 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
Lipper Emerging Markets Funds Index
This Mutual Fund (YTD)
+19.27%
Peer Avg (YTD)
+21.71%
vs Peers
-2.44%

USEMX Mutual Fund Performance

USEMX performance across multiple time periods: 1-month -5.53%, YTD 19.27%, 1-year 60.94%, 3-year 27.74%, 5-year 10.68%, 10-year 11.09%.

USEMX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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