MEMIX Mutual Fund

NAV$52.42

Returns Overview

1 Month
-1.62%
3 Months
+16.87%
6 Months
+16.80%
YTD
+14.67%
1 Year
+34.87%
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 MEMIX 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 Markets Index (net)
This Mutual Fund (YTD)
+14.67%
Peer Avg (YTD)
+23.08%
vs Peers
-8.41%

MEMIX Mutual Fund Performance

MEMIX performance across multiple time periods: 1-month -1.62%, YTD 14.67%, 1-year 34.87%, 3-year 20.88%, 5-year 6.59%, 10-year 8.93%.

MEMIX 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.

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