AZEMX Mutual Fund

NAV$16.13

Returns Overview

1 Month
+4.38%
3 Months
+27.59%
6 Months
+27.87%
YTD
+25.11%
1 Year
+41.76%
3 Years (annualized)
+21.83%
5 Years (annualized)
+3.34%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZEMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Markets Gross Index(^M2EF)
This Mutual Fund (YTD)
+25.11%
Peer Avg (YTD)
+23.08%
vs Peers
+2.03%

AZEMX Mutual Fund Performance

AZEMX performance across multiple time periods: 1-month 4.38%, YTD 25.11%, 1-year 41.76%, 3-year 21.83%, 5-year 3.34%, 10-year 9.22%.

AZEMX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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