EMSQX Mutual Fund

NAV$22.33

Returns Overview

1 Month
-1.04%
3 Months
+14.95%
6 Months
+19.34%
YTD
+16.96%
1 Year
+39.76%
3 Years (annualized)
+22.21%
5 Years (annualized)
+11.54%
10 Years (annualized)
+10.79%

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

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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)
+16.96%
Peer Avg (YTD)
+23.08%
vs Peers
-6.12%

EMSQX Mutual Fund Performance

EMSQX performance across multiple time periods: 1-month -1.04%, YTD 16.96%, 1-year 39.76%, 3-year 22.21%, 5-year 11.54%, 10-year 10.79%.

EMSQX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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