BEMRX Mutual Fund

NAV$14.93

Returns Overview

1 Month
-1.36%
3 Months
+13.87%
6 Months
+20.55%
YTD
+20.55%
1 Year
+46.70%
3 Years (annualized)
+26.88%
5 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEMRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Markets Net Dividend Index(^MSEMND)
This Mutual Fund (YTD)
+20.55%
Peer Avg (YTD)
+23.08%
vs Peers
-2.53%

BEMRX Mutual Fund Performance

BEMRX performance across multiple time periods: 1-month -1.36%, YTD 20.55%, 1-year 46.70%, 3-year 26.88%, 5-year 12.80%.

BEMRX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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