MEMIX Mutual Fund

MEMIX Mutual Fund

NAV$53.10
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Returns Overview

1 Month
+3.22%
3 Months
+0.63%
6 Months
+7.96%
YTD
+19.47%
1 Year
+31.68%
3 Years (annualized)
+22.53%
5 Years (annualized)
+8.15%
10 Years (annualized)
+8.59%

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
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📉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)
+19.47%
Peer Avg (YTD)
+20.14%
vs Peers
-0.67%

MEMIX Mutual Fund Performance

MEMIX performance across multiple time periods: 1-month 3.22%, YTD 19.47%, 1-year 31.68%, 3-year 22.53%, 5-year 8.15%, 10-year 8.59%.

MEMIX returns trail the peer average of 20.14% 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.