EMDCX Mutual Fund

NAV$4.95

Returns Overview

1 Month
+1.09%
3 Months
+5.47%
6 Months
+1.26%
YTD
+1.06%
1 Year
+6.52%
3 Years (annualized)
+7.09%
5 Years (annualized)
+4.19%
10 Years (annualized)
+3.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMDCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
JP Morgan Government Bond Index -Emerging Markets (GBI-EM) Global Diversified Index
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+3.07%
vs Peers
-2.01%

EMDCX Mutual Fund Performance

EMDCX performance across multiple time periods: 1-month 1.09%, YTD 1.06%, 1-year 6.52%, 3-year 7.09%, 5-year 4.19%, 10-year 3.23%.

EMDCX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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