EMCIX Mutual Fund

NAV$5.55

Returns Overview

1 Month
-0.20%
3 Months
+1.83%
6 Months
+3.08%
YTD
+3.08%
1 Year
+7.03%
3 Years (annualized)
+8.56%
5 Years (annualized)
-1.13%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMCIX 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
JP Morgan CEMBI BD Index(JPMCEMBIBDI)
This Mutual Fund (YTD)
+3.08%
Peer Avg (YTD)
+3.07%
vs Peers
+0.01%

EMCIX Mutual Fund Performance

EMCIX performance across multiple time periods: 1-month -0.20%, YTD 3.08%, 1-year 7.03%, 3-year 8.56%, 5-year -1.13%, 10-year 1.51%.

EMCIX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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