EMKAX Mutual Fund

NAV$5.16

Returns Overview

1 Month
-0.40%
3 Months
+3.63%
6 Months
+2.11%
YTD
+2.11%
1 Year
+9.66%
3 Years (annualized)
+9.28%
5 Years (annualized)
-0.80%
10 Years (annualized)
+0.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMKAX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JP Morgan ELMI+ Index
This Mutual Fund (YTD)
+2.11%
Peer Avg (YTD)
+3.07%
vs Peers
-0.96%

EMKAX Mutual Fund Performance

EMKAX performance across multiple time periods: 1-month -0.40%, YTD 2.11%, 1-year 9.66%, 3-year 9.28%, 5-year -0.80%, 10-year 0.69%.

EMKAX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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