EMCCX Mutual Fund

EMCCX Mutual Fund

NAV$62.37
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Returns Overview

1 Month
+1.74%
3 Months
-3.27%
6 Months
+1.28%
YTD
+9.67%
1 Year
+9.05%
3 Years (annualized)
+13.08%
5 Years (annualized)
+2.98%
10 Years (annualized)
+9.78%

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
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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)
+9.67%
Peer Avg (YTD)
+12.21%
vs Peers
-2.54%

EMCCX Mutual Fund Performance

EMCCX performance across multiple time periods: 1-month 1.74%, YTD 9.67%, 1-year 9.05%, 3-year 13.08%, 5-year 2.98%, 10-year 9.78%.

EMCCX returns trail the peer average of 12.21% 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.