MEMLX Mutual Fund

NAV$16.06

Returns Overview

1 Month
+2.52%
3 Months
+19.30%
6 Months
+14.27%
YTD
+12.76%
1 Year
+15.82%
3 Years (annualized)
+9.98%
5 Years (annualized)
-3.13%
10 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMLX 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 Net Index
This Mutual Fund (YTD)
+12.76%
Peer Avg (YTD)
+23.08%
vs Peers
-10.32%

MEMLX Mutual Fund Performance

MEMLX performance across multiple time periods: 1-month 2.52%, YTD 12.76%, 1-year 15.82%, 3-year 9.98%, 5-year -3.13%, 10-year 6.83%.

MEMLX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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