MEMEX Mutual Fund

MEMEX Mutual Fund

NAV$20.72
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Returns Overview

3 Months
-3.54%
6 Months
+22.98%
YTD
+23.67%
1 Year
+35.89%
3 Years (annualized)
+24.73%
5 Years (annualized)
+7.78%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMEX 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
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📉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 Market index(^MXEF)
This Mutual Fund (YTD)
+23.67%
Peer Avg (YTD)
+18.35%
vs Peers
+5.32%

MEMEX Mutual Fund Performance

MEMEX performance across multiple time periods: YTD 23.67%, 1-year 35.89%, 3-year 24.73%, 5-year 7.78%, 10-year 8.42%.

MEMEX returns outperform the peer average of 18.35% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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