EMQIX Mutual Fund

NAV$11.01

Returns Overview

1 Month
+7.28%
3 Months
+5.63%
6 Months
+24.96%
YTD
+16.28%
1 Year
+45.55%
3 Years (annualized)
+22.89%
5 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMQIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Markets Net Index
This Mutual Fund (YTD)
+16.28%
Peer Avg (YTD)
+21.76%
vs Peers
-5.47%

EMQIX Mutual Fund Performance

EMQIX performance across multiple time periods: 1-month 7.28%, YTD 16.28%, 1-year 45.55%, 3-year 22.89%, 5-year 4.87%.

EMQIX returns trail the peer average of 21.76% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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