EMAAX Mutual Fund

NAV$18.76

Returns Overview

1 Month
+1.04%
3 Months
+5.36%
6 Months
+8.91%
YTD
+8.50%
1 Year
+20.36%
3 Years (annualized)
+14.11%
5 Years (annualized)
+8.07%
10 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMAAX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+3.78%
vs Peers
+4.72%

EMAAX Mutual Fund Performance

EMAAX performance across multiple time periods: 1-month 1.04%, YTD 8.50%, 1-year 20.36%, 3-year 14.11%, 5-year 8.07%, 10-year 6.87%.

EMAAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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