EMFIX Mutual Fund

EMFIX Mutual Fund

NAV$18.32
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Returns Overview

1 Month
-5.50%
3 Months
+3.53%
6 Months
+12.11%
YTD
+23.36%
1 Year
+44.80%
3 Years (annualized)
+20.17%
5 Years (annualized)
+7.12%
10 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMFIX 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
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📉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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+23.36%
Peer Avg (YTD)
+17.66%
vs Peers
+5.70%

EMFIX Mutual Fund Performance

EMFIX performance across multiple time periods: 1-month -5.50%, YTD 23.36%, 1-year 44.80%, 3-year 20.17%, 5-year 7.12%, 10-year 12.82%.

EMFIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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