EMBUX Mutual Fund

EMBUX Mutual Fund

NAV$5.66
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Returns Overview

1 Month
+1.70%
3 Months
+4.40%
6 Months
+11.71%
YTD
+15.19%
1 Year
+9.72%
3 Years (annualized)
+13.38%
5 Years (annualized)
+4.87%
10 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMBUX 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
J.P. Morgan Emerging Market Bond Index Global Diversified Index
This Mutual Fund (YTD)
+15.19%
Peer Avg (YTD)
+9.99%
vs Peers
+5.20%

EMBUX Mutual Fund Performance

EMBUX performance across multiple time periods: 1-month 1.70%, YTD 15.19%, 1-year 9.72%, 3-year 13.38%, 5-year 4.87%, 10-year 5.27%.

EMBUX returns outperform the peer average of 9.99% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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