EMLBX Mutual Fund

NAV$6.05

Returns Overview

1 Month
+0.47%
3 Months
+3.83%
6 Months
+1.20%
YTD
+1.03%
1 Year
+6.47%
3 Years (annualized)
+5.57%
5 Years (annualized)
+1.80%
10 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMLBX 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
JPMorgan GBI EM Global Diversified Index(^JPGBIEMGDI)
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+3.07%
vs Peers
-2.04%

EMLBX Mutual Fund Performance

EMLBX performance across multiple time periods: 1-month 0.47%, YTD 1.03%, 1-year 6.47%, 3-year 5.57%, 5-year 1.80%, 10-year 2.32%.

EMLBX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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