EMPIX Mutual Fund

EMPIX Mutual Fund

NAV$10.29
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Returns Overview

1 Month
+1.64%
3 Months
+3.38%
6 Months
+4.66%
YTD
+5.50%
1 Year
+9.80%
3 Years (annualized)
+11.35%

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)
+5.50%
Peer Avg (YTD)
+2.15%
vs Peers
+3.34%

EMPIX Mutual Fund Performance

EMPIX performance across multiple time periods: 1-month 1.64%, YTD 5.50%, 1-year 9.80%, 3-year 11.35%.

EMPIX returns outperform the peer average of 2.15% 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.