EEMEX Mutual Fund

EEMEX Mutual Fund

NAV$12.34
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Returns Overview

1 Month
-0.63%
3 Months
+0.72%
6 Months
+21.63%
YTD
+21.28%
1 Year
+29.89%
3 Years (annualized)
+21.29%
5 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEMEX 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
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📉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 Index (net div)
This Mutual Fund (YTD)
+21.28%
Peer Avg (YTD)
+20.48%
vs Peers
+0.79%

EEMEX Mutual Fund Performance

EEMEX performance across multiple time periods: 1-month -0.63%, YTD 21.28%, 1-year 29.89%, 3-year 21.29%, 5-year 7.17%.

EEMEX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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