AZEMX Mutual Fund

AZEMX Mutual Fund

NAV$15.65
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Returns Overview

1 Month
+0.69%
3 Months
-3.12%
6 Months
+5.84%
YTD
+18.68%
1 Year
+29.78%
3 Years (annualized)
+17.24%
5 Years (annualized)
+2.29%
10 Years (annualized)
+7.61%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Gross Index(^M2EF)
This Mutual Fund (YTD)
+18.68%
Peer Avg (YTD)
+20.14%
vs Peers
-1.46%

AZEMX Mutual Fund Performance

AZEMX performance across multiple time periods: 1-month 0.69%, YTD 18.68%, 1-year 29.78%, 3-year 17.24%, 5-year 2.29%, 10-year 7.61%.

AZEMX returns trail the peer average of 20.14% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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