EMPIX Mutual Fund

EMPIX Mutual Fund

NAV$10.11
See how much of EMPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.95%
3 Months
+1.94%
6 Months
+3.25%
YTD
+3.79%
1 Year
+9.68%
3 Years (annualized)
+11.43%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+3.79%
Peer Avg (YTD)
+0.12%
vs Peers
+3.67%

EMPIX Mutual Fund Performance

EMPIX performance across multiple time periods: 1-month 0.95%, YTD 3.79%, 1-year 9.68%, 3-year 11.43%.

EMPIX returns outperform the peer average of 0.12% 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.