BEMRX Mutual Fund

BEMRX Mutual Fund

NAV$14.32
See how much of BEMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.07%
3 Months
-6.29%
6 Months
-1.18%
YTD
+14.66%
1 Year
+18.60%
3 Years (annualized)
+25.44%
5 Years (annualized)
+13.29%
10 Years (annualized)
+8.03%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+14.66%
Peer Avg (YTD)
+9.82%
vs Peers
+4.84%

BEMRX Mutual Fund Performance

BEMRX performance across multiple time periods: 1-month -5.07%, YTD 14.66%, 1-year 18.60%, 3-year 25.44%, 5-year 13.29%, 10-year 8.03%.

BEMRX returns outperform the peer average of 9.82% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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