MEMQX Mutual Fund

NAV$11.51

Returns Overview

1 Month
-0.67%
3 Months
+20.28%
6 Months
+24.30%
YTD
+22.01%
1 Year
+41.68%
3 Years (annualized)
+18.89%
5 Years (annualized)
+4.33%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMQX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+22.01%
Peer Avg (YTD)
+23.08%
vs Peers
-1.07%

MEMQX Mutual Fund Performance

MEMQX performance across multiple time periods: 1-month -0.67%, YTD 22.01%, 1-year 41.68%, 3-year 18.89%, 5-year 4.33%, 10-year 7.83%.

MEMQX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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