EMSQX Mutual Fund

EMSQX Mutual Fund

NAV$20.74
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Returns Overview

1 Month
-8.09%
3 Months
-5.14%
6 Months
-2.57%
YTD
+8.81%
1 Year
+12.37%
3 Years (annualized)
+18.21%
5 Years (annualized)
+8.43%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMSQX 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)
+8.81%
Peer Avg (YTD)
+9.82%
vs Peers
-1.01%

EMSQX Mutual Fund Performance

EMSQX performance across multiple time periods: 1-month -8.09%, YTD 8.81%, 1-year 12.37%, 3-year 18.21%, 5-year 8.43%, 10-year 8.78%.

EMSQX returns trail the peer average of 9.82% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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