MEMBX Mutual Fund

NAV$45.32

Returns Overview

1 Month
-1.70%
3 Months
+16.60%
6 Months
+16.21%
YTD
+14.13%
1 Year
+33.53%
3 Years (annualized)
+19.68%
5 Years (annualized)
+5.53%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMBX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+14.13%
Peer Avg (YTD)
+23.08%
vs Peers
-8.95%

MEMBX Mutual Fund Performance

MEMBX performance across multiple time periods: 1-month -1.70%, YTD 14.13%, 1-year 33.53%, 3-year 19.68%, 5-year 5.53%, 10-year 7.85%.

MEMBX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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