EMRGX Mutual Fund

NAV$10.29

Returns Overview

1 Month
+0.39%
3 Months
+21.89%
6 Months
+21.75%
YTD
+19.35%
1 Year
+36.12%
3 Years (annualized)
+18.28%
5 Years (annualized)
+3.82%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMRGX 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 Index
This Mutual Fund (YTD)
+19.35%
Peer Avg (YTD)
+23.08%
vs Peers
-3.72%

EMRGX Mutual Fund Performance

EMRGX performance across multiple time periods: 1-month 0.39%, YTD 19.35%, 1-year 36.12%, 3-year 18.28%, 5-year 3.82%, 10-year 9.55%.

EMRGX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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