EEMAX Mutual Fund

NAV$20.13

Returns Overview

3 Months
+29.91%
6 Months
+35.88%
YTD
+32.51%
1 Year
+56.18%
3 Years (annualized)
+24.73%
5 Years (annualized)
+3.30%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEMAX 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
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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 Market index(^MXEF)
This Mutual Fund (YTD)
+32.51%
Peer Avg (YTD)
+23.08%
vs Peers
+9.43%

EEMAX Mutual Fund Performance

EEMAX performance across multiple time periods: YTD 32.51%, 1-year 56.18%, 3-year 24.73%, 5-year 3.30%, 10-year 9.80%.

EEMAX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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