EMRZX Mutual Fund

NAV$21.59

Returns Overview

1 Month
+1.16%
3 Months
+24.03%
6 Months
+23.89%
YTD
+20.79%
1 Year
+39.52%
3 Years (annualized)
+20.16%
5 Years (annualized)
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMRZX 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)
+20.79%
Peer Avg (YTD)
+23.08%
vs Peers
-2.29%

EMRZX Mutual Fund Performance

EMRZX performance across multiple time periods: 1-month 1.16%, YTD 20.79%, 1-year 39.52%, 3-year 20.16%, 5-year 2.92%.

EMRZX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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