EMQAX Mutual Fund

NAV$10.87

Returns Overview

1 Month
+7.38%
3 Months
+5.60%
6 Months
+24.85%
YTD
+16.28%
1 Year
+45.34%
3 Years (annualized)
+22.62%
5 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMQAX 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
MSCI Emerging Markets Net Index
This Mutual Fund (YTD)
+16.28%
Peer Avg (YTD)
+21.76%
vs Peers
-5.48%

EMQAX Mutual Fund Performance

EMQAX performance across multiple time periods: 1-month 7.38%, YTD 16.28%, 1-year 45.34%, 3-year 22.62%, 5-year 4.60%.

EMQAX returns trail the peer average of 21.76% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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