EMRSX Mutual Fund

EMRSX Mutual Fund

NAV$26.03
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Returns Overview

1 Month
-5.90%
3 Months
+1.58%
6 Months
+9.73%
YTD
+19.19%
1 Year
+37.31%
3 Years (annualized)
+18.57%
5 Years (annualized)
+7.28%

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)
+19.19%
Peer Avg (YTD)
+17.66%
vs Peers
+1.53%

EMRSX Mutual Fund Performance

EMRSX performance across multiple time periods: 1-month -5.90%, YTD 19.19%, 1-year 37.31%, 3-year 18.57%, 5-year 7.28%.

EMRSX returns outperform the peer average of 17.66% 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.