EMSLX Mutual Fund

NAV$22.03

Returns Overview

1 Month
-1.05%
3 Months
+14.89%
6 Months
+19.27%
YTD
+16.86%
1 Year
+39.42%
3 Years (annualized)
+21.99%
5 Years (annualized)
+11.30%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMSLX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+16.86%
Peer Avg (YTD)
+23.08%
vs Peers
-6.22%

EMSLX Mutual Fund Performance

EMSLX performance across multiple time periods: 1-month -1.05%, YTD 16.86%, 1-year 39.42%, 3-year 21.99%, 5-year 11.30%, 10-year 10.54%.

EMSLX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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