EMRGX Mutual Fund

EMRGX Mutual Fund

NAV$10.43
See how much of EMRGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.66%
3 Months
+2.83%
6 Months
+11.52%
YTD
+24.70%
1 Year
+35.63%
3 Years (annualized)
+19.73%
5 Years (annualized)
+4.96%
10 Years (annualized)
+8.77%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index
This Mutual Fund (YTD)
+24.70%
Peer Avg (YTD)
+20.14%
vs Peers
+4.56%

EMRGX Mutual Fund Performance

EMRGX performance across multiple time periods: 1-month 4.66%, YTD 24.70%, 1-year 35.63%, 3-year 19.73%, 5-year 4.96%, 10-year 8.77%.

EMRGX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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