ELMFX Mutual Fund

NAV$25.81

Returns Overview

1 Month
+1.07%
3 Months
+24.57%
6 Months
+32.43%
YTD
+29.35%
1 Year
+51.98%
3 Years (annualized)
+26.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELMFX 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 Index
This Mutual Fund (YTD)
+29.35%
Peer Avg (YTD)
+23.08%
vs Peers
+6.27%

ELMFX Mutual Fund Performance

ELMFX performance across multiple time periods: 1-month 1.07%, YTD 29.35%, 1-year 51.98%, 3-year 26.82%.

ELMFX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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