FZEMX Mutual Fund

NAV$58.98

Returns Overview

1 Month
+1.67%
3 Months
+23.93%
6 Months
+25.13%
YTD
+22.22%
1 Year
+45.55%
3 Years (annualized)
+22.19%
5 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FZEMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.22%
Peer Avg (YTD)
+23.08%
vs Peers
-0.86%

FZEMX Mutual Fund Performance

FZEMX performance across multiple time periods: 1-month 1.67%, YTD 22.22%, 1-year 45.55%, 3-year 22.19%, 5-year 6.82%.

FZEMX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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