EMRIX Mutual Fund

EMRIX Mutual Fund

NAV$22.35
See how much of EMRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.30%
3 Months
+2.93%
6 Months
+9.01%
YTD
+17.24%
1 Year
+33.53%
3 Years (annualized)
+15.24%
5 Years (annualized)
+3.02%
10 Years (annualized)
+6.72%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Investable Market Index
This Mutual Fund (YTD)
+17.24%
Peer Avg (YTD)
+17.66%
vs Peers
-0.42%

EMRIX Mutual Fund Performance

EMRIX performance across multiple time periods: 1-month -5.30%, YTD 17.24%, 1-year 33.53%, 3-year 15.24%, 5-year 3.02%, 10-year 6.72%.

EMRIX returns trail the peer average of 17.66% 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.