EMREX Mutual Fund

EMREX Mutual Fund

NAV$25.64
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Returns Overview

1 Month
-5.91%
3 Months
+1.53%
6 Months
+9.67%
YTD
+19.12%
1 Year
+37.13%
3 Years (annualized)
+18.44%
5 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMREX 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
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📉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)
+19.12%
Peer Avg (YTD)
+17.66%
vs Peers
+1.46%

EMREX Mutual Fund Performance

EMREX performance across multiple time periods: 1-month -5.91%, YTD 19.12%, 1-year 37.13%, 3-year 18.44%, 5-year 7.17%.

EMREX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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