MEMIX Mutual Fund

MEMIX Mutual Fund

NAV$54.03
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Returns Overview

1 Month
-0.91%
3 Months
+4.40%
6 Months
+8.98%
YTD
+15.74%
1 Year
+30.57%
3 Years (annualized)
+18.83%
5 Years (annualized)
+7.65%
10 Years (annualized)
+8.50%

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
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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 Markets Index (net)
This Mutual Fund (YTD)
+15.74%
Peer Avg (YTD)
+17.66%
vs Peers
-1.92%

MEMIX Mutual Fund Performance

MEMIX performance across multiple time periods: 1-month -0.91%, YTD 15.74%, 1-year 30.57%, 3-year 18.83%, 5-year 7.65%, 10-year 8.50%.

MEMIX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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