EMACX Mutual Fund

EMACX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
-1.33%
3 Months
+0.10%
6 Months
+4.38%
YTD
+6.67%
1 Year
+18.21%
3 Years (annualized)
+11.03%
5 Years (annualized)
+5.14%
10 Years (annualized)
+4.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMACX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+4.85%
vs Peers
+1.82%

EMACX Mutual Fund Performance

EMACX performance across multiple time periods: 1-month -1.33%, YTD 6.67%, 1-year 18.21%, 3-year 11.03%, 5-year 5.14%, 10-year 4.88%.

EMACX returns outperform the peer average of 4.85% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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