EMRZX Mutual Fund

EMRZX Mutual Fund

NAV$22.46
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Returns Overview

1 Month
-5.30%
3 Months
+2.98%
6 Months
+9.10%
YTD
+17.33%
1 Year
+33.67%
3 Years (annualized)
+15.36%
5 Years (annualized)
+3.12%
10 Years (annualized)
+6.62%

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
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📉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)
+17.33%
Peer Avg (YTD)
+17.66%
vs Peers
-0.33%

EMRZX Mutual Fund Performance

EMRZX performance across multiple time periods: 1-month -5.30%, YTD 17.33%, 1-year 33.67%, 3-year 15.36%, 5-year 3.12%, 10-year 6.62%.

EMRZX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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