EMCAX Mutual Fund

EMCAX Mutual Fund

NAV$76.88
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Returns Overview

1 Month
+0.10%
3 Months
+4.15%
6 Months
+9.50%
YTD
+13.99%
1 Year
+14.80%
3 Years (annualized)
+12.40%
5 Years (annualized)
+4.26%
10 Years (annualized)
+10.47%

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
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📉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)
+13.99%
Peer Avg (YTD)
+15.20%
vs Peers
-1.21%

EMCAX Mutual Fund Performance

EMCAX performance across multiple time periods: 1-month 0.10%, YTD 13.99%, 1-year 14.80%, 3-year 12.40%, 5-year 4.26%, 10-year 10.47%.

EMCAX returns trail the peer average of 15.20% 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.