MEMCX Mutual Fund

MEMCX Mutual Fund

NAV$44.17
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Returns Overview

1 Month
-0.97%
3 Months
+4.17%
6 Months
+8.45%
YTD
+15.07%
1 Year
+29.27%
3 Years (annualized)
+17.67%
5 Years (annualized)
+6.59%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMCX 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)
+15.07%
Peer Avg (YTD)
+17.66%
vs Peers
-2.59%

MEMCX Mutual Fund Performance

MEMCX performance across multiple time periods: 1-month -0.97%, YTD 15.07%, 1-year 29.27%, 3-year 17.67%, 5-year 6.59%, 10-year 7.43%.

MEMCX returns trail the peer average of 17.66% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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