EMKIX Mutual Fund

NAV$5.25

Returns Overview

1 Month
-0.38%
3 Months
+3.81%
6 Months
+2.20%
YTD
+2.20%
1 Year
+10.03%
3 Years (annualized)
+9.55%
5 Years (annualized)
-0.58%
10 Years (annualized)
+0.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMKIX 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
PROUpgrade to run

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)
+2.20%
Peer Avg (YTD)
+3.07%
vs Peers
-0.87%

EMKIX Mutual Fund Performance

EMKIX performance across multiple time periods: 1-month -0.38%, YTD 2.20%, 1-year 10.03%, 3-year 9.55%, 5-year -0.58%, 10-year 0.89%.

EMKIX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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