EMLIX Mutual Fund

NAV$6.01

Returns Overview

1 Month
+0.56%
3 Months
+4.10%
6 Months
+1.70%
YTD
+1.53%
1 Year
+7.70%
3 Years (annualized)
+6.74%
5 Years (annualized)
+2.84%
10 Years (annualized)
+3.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMLIX 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)
+1.53%
Peer Avg (YTD)
+3.07%
vs Peers
-1.54%

EMLIX Mutual Fund Performance

EMLIX performance across multiple time periods: 1-month 0.56%, YTD 1.53%, 1-year 7.70%, 3-year 6.74%, 5-year 2.84%, 10-year 3.35%.

EMLIX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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