EMRSX Mutual Fund

EMRSX Mutual Fund

NAV$26.54
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Returns Overview

1 Month
+3.88%
3 Months
-1.74%
6 Months
+7.08%
YTD
+23.81%
1 Year
+38.96%
3 Years (annualized)
+22.93%
5 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMRSX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+23.81%
Peer Avg (YTD)
+20.14%
vs Peers
+3.67%

EMRSX Mutual Fund Performance

EMRSX performance across multiple time periods: 1-month 3.88%, YTD 23.81%, 1-year 38.96%, 3-year 22.93%, 5-year 7.68%.

EMRSX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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