EMDIX Mutual Fund

NAV$9.07

Returns Overview

1 Month
+0.86%
3 Months
+6.00%
6 Months
+4.00%
YTD
+4.00%
1 Year
+13.81%
3 Years (annualized)
+11.92%
5 Years (annualized)
+3.92%
10 Years (annualized)
+4.77%

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
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
Jpmorgan Emerging Markets Bond Index Global(MXWO)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+3.07%
vs Peers
+0.93%

EMDIX Mutual Fund Performance

EMDIX performance across multiple time periods: 1-month 0.86%, YTD 4.00%, 1-year 13.81%, 3-year 11.92%, 5-year 3.92%, 10-year 4.77%.

EMDIX 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.

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