EMSQX Mutual Fund

EMSQX Mutual Fund

NAV$23.09
See how much of EMSQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.93%
3 Months
+2.71%
6 Months
+6.98%
YTD
+17.04%
1 Year
+33.50%
3 Years (annualized)
+15.67%
5 Years (annualized)
+9.58%
10 Years (annualized)
+9.08%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.04%
Peer Avg (YTD)
+17.66%
vs Peers
-0.62%

EMSQX Mutual Fund Performance

EMSQX performance across multiple time periods: 1-month -1.93%, YTD 17.04%, 1-year 33.50%, 3-year 15.67%, 5-year 9.58%, 10-year 9.08%.

EMSQX returns trail the peer average of 17.66% 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.