EMGRX Mutual Fund

EMGRX Mutual Fund

NAV$11.91
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Returns Overview

1 Month
+3.35%
3 Months
-3.30%
6 Months
+1.95%
YTD
+9.07%
1 Year
+12.24%
3 Years (annualized)
+17.89%
5 Years (annualized)
+5.22%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMGRX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.07%
Peer Avg (YTD)
+12.21%
vs Peers
-3.13%

EMGRX Mutual Fund Performance

EMGRX performance across multiple time periods: 1-month 3.35%, YTD 9.07%, 1-year 12.24%, 3-year 17.89%, 5-year 5.22%, 10-year 10.54%.

EMGRX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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