EMRIX Mutual Fund

NAV$21.55

Returns Overview

1 Month
+1.16%
3 Months
+24.01%
6 Months
+23.81%
YTD
+20.70%
1 Year
+39.38%
3 Years (annualized)
+20.03%
5 Years (annualized)
+2.82%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMRIX 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 Investable Market Index
This Mutual Fund (YTD)
+20.70%
Peer Avg (YTD)
+23.08%
vs Peers
-2.37%

EMRIX Mutual Fund Performance

EMRIX performance across multiple time periods: 1-month 1.16%, YTD 20.70%, 1-year 39.38%, 3-year 20.03%, 5-year 2.82%, 10-year 7.69%.

EMRIX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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