EMGEX Mutual Fund

EMGEX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
-8.36%
3 Months
-3.79%
6 Months
+2.55%
YTD
+12.21%
1 Year
+14.56%
3 Years (annualized)
+19.17%
5 Years (annualized)
+3.64%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMGEX 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 Markets Index
This Mutual Fund (YTD)
+12.21%
Peer Avg (YTD)
+9.82%
vs Peers
+2.39%

EMGEX Mutual Fund Performance

EMGEX performance across multiple time periods: 1-month -8.36%, YTD 12.21%, 1-year 14.56%, 3-year 19.17%, 5-year 3.64%, 10-year 8.82%.

EMGEX returns outperform the peer average of 9.82% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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