EMOIX Mutual Fund

NAV$11.40

Returns Overview

1 Month
+0.91%
3 Months
+2.93%
6 Months
+2.91%
YTD
+2.91%
1 Year
+8.47%
3 Years (annualized)
+4.98%
5 Years (annualized)
+1.46%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMOIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+1.79%
vs Peers
+1.13%

EMOIX Mutual Fund Performance

EMOIX performance across multiple time periods: 1-month 0.91%, YTD 2.91%, 1-year 8.47%, 3-year 4.98%, 5-year 1.46%, 10-year 2.36%.

EMOIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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