EMACX Mutual Fund

EMACX Mutual Fund

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Returns Overview

1 Month
-2.63%
3 Months
-1.29%
6 Months
+3.77%
YTD
+6.72%
1 Year
+11.34%
3 Years (annualized)
+12.64%
5 Years (annualized)
+5.34%
10 Years (annualized)
+4.82%

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
PROUpgrade to run
🏦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)
+6.72%
Peer Avg (YTD)
+5.11%
vs Peers
+1.61%

EMACX Mutual Fund Performance

EMACX performance across multiple time periods: 1-month -2.63%, YTD 6.72%, 1-year 11.34%, 3-year 12.64%, 5-year 5.34%, 10-year 4.82%.

EMACX returns outperform the peer average of 5.11% 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.