EMCAX Mutual Fund

NAV$77.50

Returns Overview

1 Month
+5.57%
3 Months
+17.10%
6 Months
+16.43%
YTD
+15.54%
1 Year
+20.74%
3 Years (annualized)
+12.96%
5 Years (annualized)
+4.77%
10 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMCAX 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
MSCI USA Small Cap Index(^M2USSC)
This Mutual Fund (YTD)
+15.54%
Peer Avg (YTD)
+18.52%
vs Peers
-2.99%

EMCAX Mutual Fund Performance

EMCAX performance across multiple time periods: 1-month 5.57%, YTD 15.54%, 1-year 20.74%, 3-year 12.96%, 5-year 4.77%, 10-year 12.22%.

EMCAX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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