EMFIX Mutual Fund

EMFIX Mutual Fund

NAV$17.71
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Returns Overview

1 Month
+0.71%
3 Months
+26.37%
6 Months
+30.53%
YTD
+27.06%
1 Year
+52.35%
3 Years (annualized)
+24.21%
5 Years (annualized)
+11.04%
10 Years (annualized)
+16.00%

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
PROUpgrade to run
📉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)
+27.06%
Peer Avg (YTD)
+23.08%
vs Peers
+3.98%

EMFIX Mutual Fund Performance

EMFIX performance across multiple time periods: 1-month 0.71%, YTD 27.06%, 1-year 52.35%, 3-year 24.21%, 5-year 11.04%, 10-year 16.00%.

EMFIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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