EMBYX Mutual Fund

EMBYX Mutual Fund

NAV$5.70
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Returns Overview

1 Month
+1.68%
3 Months
+4.16%
6 Months
+11.57%
YTD
+15.21%
1 Year
+9.49%
3 Years (annualized)
+13.26%
5 Years (annualized)
+4.78%
10 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMBYX 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)
+15.21%
Peer Avg (YTD)
+9.99%
vs Peers
+5.22%

EMBYX Mutual Fund Performance

EMBYX performance across multiple time periods: 1-month 1.68%, YTD 15.21%, 1-year 9.49%, 3-year 13.26%, 5-year 4.78%, 10-year 5.18%.

EMBYX returns outperform the peer average of 9.99% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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