EMEAX Mutual Fund

NAV$18.38

Returns Overview

1 Month
+0.71%
3 Months
+26.28%
6 Months
+30.37%
YTD
+26.86%
1 Year
+51.91%
3 Years (annualized)
+23.85%
5 Years (annualized)
+10.64%
10 Years (annualized)
+15.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMEAX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+26.86%
Peer Avg (YTD)
+23.08%
vs Peers
+3.78%

EMEAX Mutual Fund Performance

EMEAX performance across multiple time periods: 1-month 0.71%, YTD 26.86%, 1-year 51.91%, 3-year 23.85%, 5-year 10.64%, 10-year 15.65%.

EMEAX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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