MEMHX Mutual Fund

NAV$49.27

Returns Overview

1 Month
-1.61%
3 Months
+16.89%
6 Months
+16.78%
YTD
+14.68%
1 Year
+34.88%
3 Years (annualized)
+20.88%
5 Years (annualized)
+6.59%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMHX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+14.68%
Peer Avg (YTD)
+23.08%
vs Peers
-8.40%

MEMHX Mutual Fund Performance

MEMHX performance across multiple time periods: 1-month -1.61%, YTD 14.68%, 1-year 34.88%, 3-year 20.88%, 5-year 6.59%, 10-year 8.93%.

MEMHX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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