EMDIX Mutual Fund

EMDIX Mutual Fund

NAV$8.76
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Returns Overview

1 Month
+0.22%
3 Months
+1.28%
6 Months
+1.12%
YTD
+3.01%
1 Year
+11.37%
3 Years (annualized)
+10.57%
5 Years (annualized)
+3.74%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMDIX 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
Jpmorgan Emerging Markets Bond Index Global(MXWO)
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+2.32%
vs Peers
+0.68%

EMDIX Mutual Fund Performance

EMDIX performance across multiple time periods: 1-month 0.22%, YTD 3.01%, 1-year 11.37%, 3-year 10.57%, 5-year 3.74%, 10-year 4.26%.

EMDIX returns outperform the peer average of 2.32% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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