MEMJX Mutual Fund

NAV$52.59

Returns Overview

1 Month
-1.62%
3 Months
+16.91%
6 Months
+16.86%
YTD
+14.73%
1 Year
+35.01%
3 Years (annualized)
+21.05%
5 Years (annualized)
+6.74%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMJX 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)
+14.73%
Peer Avg (YTD)
+23.08%
vs Peers
-8.34%

MEMJX Mutual Fund Performance

MEMJX performance across multiple time periods: 1-month -1.62%, YTD 14.73%, 1-year 35.01%, 3-year 21.05%, 5-year 6.74%, 10-year 9.07%.

MEMJX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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