EMBAX Mutual Fund

NAV$5.68

Returns Overview

1 Month
+1.66%
3 Months
+4.10%
6 Months
+11.26%
YTD
+14.83%
1 Year
+9.23%
3 Years (annualized)
+12.99%
5 Years (annualized)
+4.50%
10 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMBAX 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
J.P. Morgan Emerging Market Bond Index Global Diversified Index
This Mutual Fund (YTD)
+14.83%
Peer Avg (YTD)
+9.99%
vs Peers
+4.84%

EMBAX Mutual Fund Performance

EMBAX performance across multiple time periods: 1-month 1.66%, YTD 14.83%, 1-year 9.23%, 3-year 12.99%, 5-year 4.50%, 10-year 4.93%.

EMBAX returns outperform the peer average of 9.99% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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