EMDAX Mutual Fund

NAV$4.92

Returns Overview

1 Month
+1.15%
3 Months
+5.70%
6 Months
+1.64%
YTD
+1.64%
1 Year
+7.50%
3 Years (annualized)
+7.88%
5 Years (annualized)
+4.99%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMDAX 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 Government Bond Index -Emerging Markets (GBI-EM) Global Diversified Index
This Mutual Fund (YTD)
+1.64%
Peer Avg (YTD)
+3.07%
vs Peers
-1.43%

EMDAX Mutual Fund Performance

EMDAX performance across multiple time periods: 1-month 1.15%, YTD 1.64%, 1-year 7.50%, 3-year 7.88%, 5-year 4.99%, 10-year 4.02%.

EMDAX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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