MEMEX Mutual Fund

NAV$20.63

Returns Overview

1 Month
+0.92%
3 Months
+27.50%
6 Months
+31.42%
YTD
+28.21%
1 Year
+53.30%
3 Years (annualized)
+25.54%
5 Years (annualized)
+8.38%
10 Years (annualized)
+9.52%

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
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 Market index(^MXEF)
This Mutual Fund (YTD)
+28.21%
Peer Avg (YTD)
+21.71%
vs Peers
+6.50%

MEMEX Mutual Fund Performance

MEMEX performance across multiple time periods: 1-month 0.92%, YTD 28.21%, 1-year 53.30%, 3-year 25.54%, 5-year 8.38%, 10-year 9.52%.

MEMEX returns outperform the peer average of 21.71% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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