EMRIX Mutual Fund

EMRIX Mutual Fund

NAV$22.65
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Returns Overview

1 Month
+2.75%
3 Months
-1.57%
6 Months
+7.79%
YTD
+20.47%
1 Year
+32.64%
3 Years (annualized)
+17.79%
5 Years (annualized)
+3.06%
10 Years (annualized)
+6.71%

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
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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 Markets Investable Market Index
This Mutual Fund (YTD)
+20.47%
Peer Avg (YTD)
+20.14%
vs Peers
+0.33%

EMRIX Mutual Fund Performance

EMRIX performance across multiple time periods: 1-month 2.75%, YTD 20.47%, 1-year 32.64%, 3-year 17.79%, 5-year 3.06%, 10-year 6.71%.

EMRIX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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