EMWIX Mutual Fund

NAV$9.18

Returns Overview

1 Month
-0.12%
3 Months
-1.80%
6 Months
-3.21%
YTD
-3.21%
1 Year
-2.50%
3 Years (annualized)
+0.69%

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
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
ICE US Treasury 7-10 Year Total Return Index(IUT)
This Mutual Fund (YTD)
-3.21%
Peer Avg (YTD)
+3.23%
vs Peers
-6.44%

EMWIX Mutual Fund Performance

EMWIX performance across multiple time periods: 1-month -0.12%, YTD -3.21%, 1-year -2.50%, 3-year 0.69%.

EMWIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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