EMPIX Mutual Fund

EMPIX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
+0.95%
3 Months
+4.47%
6 Months
+6.49%
YTD
+8.43%
1 Year
+9.43%
3 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMPIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+1.93%
vs Peers
+6.50%

EMPIX Mutual Fund Performance

EMPIX performance across multiple time periods: 1-month 0.95%, YTD 8.43%, 1-year 9.43%, 3-year 11.50%.

EMPIX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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