EMDQX Mutual Fund

NAV$4.98

Returns Overview

1 Month
+1.19%
3 Months
+5.79%
6 Months
+1.89%
YTD
+1.89%
1 Year
+7.96%
3 Years (annualized)
+8.32%
5 Years (annualized)
+5.42%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMDQX 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)
+1.89%
Peer Avg (YTD)
+3.07%
vs Peers
-1.18%

EMDQX Mutual Fund Performance

EMDQX performance across multiple time periods: 1-month 1.19%, YTD 1.89%, 1-year 7.96%, 3-year 8.32%, 5-year 5.42%, 10-year 4.40%.

EMDQX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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