MEMAX Mutual Fund

MEMAX Mutual Fund

NAV$51.00
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Returns Overview

1 Month
-0.92%
3 Months
+4.33%
6 Months
+8.84%
YTD
+15.57%
1 Year
+30.21%
3 Years (annualized)
+18.53%
5 Years (annualized)
+7.38%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMAX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+15.57%
Peer Avg (YTD)
+17.66%
vs Peers
-2.09%

MEMAX Mutual Fund Performance

MEMAX performance across multiple time periods: 1-month -0.92%, YTD 15.57%, 1-year 30.21%, 3-year 18.53%, 5-year 7.38%, 10-year 8.23%.

MEMAX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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