MEMBX Mutual Fund

MEMBX Mutual Fund

NAV$43.50
See how much of MEMBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.95%
3 Months
-4.94%
6 Months
-0.99%
YTD
+7.43%
1 Year
+9.67%
3 Years (annualized)
+20.14%
5 Years (annualized)
+5.98%
10 Years (annualized)
+6.49%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+9.82%
vs Peers
-2.40%

MEMBX Mutual Fund Performance

MEMBX performance across multiple time periods: 1-month -6.95%, YTD 7.43%, 1-year 9.67%, 3-year 20.14%, 5-year 5.98%, 10-year 6.49%.

MEMBX returns trail the peer average of 9.82% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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