EMCAX Mutual Fund

EMCAX Mutual Fund

NAV$78.13
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Returns Overview

1 Month
-1.45%
3 Months
+4.90%
6 Months
+13.18%
YTD
+13.87%
1 Year
+17.15%
3 Years (annualized)
+11.80%
5 Years (annualized)
+4.57%
10 Years (annualized)
+11.59%

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
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🏦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
MSCI USA Small Cap Index(^M2USSC)
This Mutual Fund (YTD)
+13.87%
Peer Avg (YTD)
+15.31%
vs Peers
-1.44%

EMCAX Mutual Fund Performance

EMCAX performance across multiple time periods: 1-month -1.45%, YTD 13.87%, 1-year 17.15%, 3-year 11.80%, 5-year 4.57%, 10-year 11.59%.

EMCAX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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