EMPTX Mutual Fund

EMPTX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-3.19%
3 Months
+4.42%
6 Months
+9.62%
YTD
+21.29%
1 Year
+44.75%
3 Years (annualized)
+21.13%
5 Years (annualized)
+6.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMPTX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+21.29%
Peer Avg (YTD)
+17.66%
vs Peers
+3.63%

EMPTX Mutual Fund Performance

EMPTX performance across multiple time periods: 1-month -3.19%, YTD 21.29%, 1-year 44.75%, 3-year 21.13%, 5-year 6.95%.

EMPTX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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