EMTAX Mutual Fund

EMTAX Mutual Fund

NAV$9.94
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.83%
3 Months
+5.94%
6 Months
+5.07%
YTD
+5.07%
1 Year
+13.33%
3 Years (annualized)
+9.72%
5 Years (annualized)
+3.25%
10 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMTAX 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
Transamerica Emerging Markets Debt Blended Benchmark
This Mutual Fund (YTD)
+5.07%
Peer Avg (YTD)
+3.07%
vs Peers
+2.00%

EMTAX Mutual Fund Performance

EMTAX performance across multiple time periods: 1-month 0.83%, YTD 5.07%, 1-year 13.33%, 3-year 9.72%, 5-year 3.25%, 10-year 3.88%.

EMTAX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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