EMAYX Mutual Fund

NAV$20.74

Returns Overview

1 Month
+1.10%
3 Months
+5.59%
6 Months
+9.38%
YTD
+8.96%
1 Year
+21.35%
3 Years (annualized)
+14.24%
5 Years (annualized)
+6.94%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMAYX 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)
+8.96%
Peer Avg (YTD)
+3.78%
vs Peers
+5.19%

EMAYX Mutual Fund Performance

EMAYX performance across multiple time periods: 1-month 1.10%, YTD 8.96%, 1-year 21.35%, 3-year 14.24%, 5-year 6.94%, 10-year 6.88%.

EMAYX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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