EMKAX Mutual Fund

EMKAX Mutual Fund

NAV$5.05
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Returns Overview

1 Month
+0.05%
3 Months
-0.66%
6 Months
-1.27%
YTD
+0.92%
1 Year
+3.64%
3 Years (annualized)
+9.63%
5 Years (annualized)
+0.36%
10 Years (annualized)
+0.19%

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
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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
JP Morgan ELMI+ Index
This Mutual Fund (YTD)
+0.92%
Peer Avg (YTD)
+0.43%
vs Peers
+0.49%

EMKAX Mutual Fund Performance

EMKAX performance across multiple time periods: 1-month 0.05%, YTD 0.92%, 1-year 3.64%, 3-year 9.63%, 5-year 0.36%, 10-year 0.19%.

EMKAX returns outperform the peer average of 0.43% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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