EMCCX Mutual Fund

EMCCX Mutual Fund

NAV$67.67
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Returns Overview

1 Month
-1.52%
3 Months
+4.70%
6 Months
+12.75%
YTD
+13.38%
1 Year
+16.29%
3 Years (annualized)
+10.93%
5 Years (annualized)
+3.66%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMCCX 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)
+13.38%
Peer Avg (YTD)
+15.31%
vs Peers
-1.93%

EMCCX Mutual Fund Performance

EMCCX performance across multiple time periods: 1-month -1.52%, YTD 13.38%, 1-year 16.29%, 3-year 10.93%, 5-year 3.66%, 10-year 9.94%.

EMCCX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.99%, investors should weigh costs against performance when evaluating this mutual fund.

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