MEMAX Mutual Fund

NAV$49.34

Returns Overview

1 Month
-1.64%
3 Months
+16.81%
6 Months
+16.65%
YTD
+14.53%
1 Year
+34.51%
3 Years (annualized)
+20.58%
5 Years (annualized)
+6.33%
10 Years (annualized)
+8.66%

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
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 Markets Index (net)
This Mutual Fund (YTD)
+14.53%
Peer Avg (YTD)
+23.08%
vs Peers
-8.55%

MEMAX Mutual Fund Performance

MEMAX performance across multiple time periods: 1-month -1.64%, YTD 14.53%, 1-year 34.51%, 3-year 20.58%, 5-year 6.33%, 10-year 8.66%.

MEMAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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