EMDZX Mutual Fund

NAV$4.96

Returns Overview

1 Month
+1.18%
3 Months
+5.77%
6 Months
+1.86%
YTD
+1.65%
1 Year
+7.67%
3 Years (annualized)
+8.31%
5 Years (annualized)
+5.36%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMDZX 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)
+1.65%
Peer Avg (YTD)
+3.07%
vs Peers
-1.42%

EMDZX Mutual Fund Performance

EMDZX performance across multiple time periods: 1-month 1.18%, YTD 1.65%, 1-year 7.67%, 3-year 8.31%, 5-year 5.36%, 10-year 4.35%.

EMDZX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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