MEMRX Mutual Fund

MEMRX Mutual Fund

NAV$42.91
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Returns Overview

1 Month
-0.93%
3 Months
+1.16%
6 Months
+17.94%
YTD
+15.45%
1 Year
+22.66%
3 Years (annualized)
+21.31%
5 Years (annualized)
+7.07%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMRX 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)
+15.45%
Peer Avg (YTD)
+20.48%
vs Peers
-5.03%

MEMRX Mutual Fund Performance

MEMRX performance across multiple time periods: 1-month -0.93%, YTD 15.45%, 1-year 22.66%, 3-year 21.31%, 5-year 7.07%, 10-year 7.51%.

MEMRX returns trail the peer average of 20.48% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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