MEMEX Mutual Fund

MEMEX Mutual Fund

NAV$18.58
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Returns Overview

1 Month
-10.05%
3 Months
-6.40%
6 Months
-3.59%
YTD
+11.24%
1 Year
+16.14%
3 Years (annualized)
+22.36%
5 Years (annualized)
+6.12%
10 Years (annualized)
+7.17%

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
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 Market index(^MXEF)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+8.28%
vs Peers
+2.96%

MEMEX Mutual Fund Performance

MEMEX performance across multiple time periods: 1-month -10.05%, YTD 11.24%, 1-year 16.14%, 3-year 22.36%, 5-year 6.12%, 10-year 7.17%.

MEMEX returns outperform the peer average of 8.28% 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.