EMWIX Mutual Fund

EMWIX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
-1.94%
3 Months
-3.29%
6 Months
-4.70%
YTD
-5.09%
1 Year
-4.49%
3 Years (annualized)
+0.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMWIX 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
ICE US Treasury 7-10 Year Total Return Index(IUT)
This Mutual Fund (YTD)
-5.09%
Peer Avg (YTD)
+0.12%
vs Peers
-5.21%

EMWIX Mutual Fund Performance

EMWIX performance across multiple time periods: 1-month -1.94%, YTD -5.09%, 1-year -4.49%, 3-year 0.07%.

EMWIX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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