EEMGX Mutual Fund

EEMGX Mutual Fund

NAV$12.24

Returns Overview

1 Month
-0.79%
3 Months
+20.85%
6 Months
+23.23%
YTD
+20.62%
1 Year
+41.99%
3 Years (annualized)
+20.21%
5 Years (annualized)
+6.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEMGX 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 div)
This Mutual Fund (YTD)
+20.62%
Peer Avg (YTD)
+23.08%
vs Peers
-2.46%

EEMGX Mutual Fund Performance

EEMGX performance across multiple time periods: 1-month -0.79%, YTD 20.62%, 1-year 41.99%, 3-year 20.21%, 5-year 6.95%.

EEMGX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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