MEMRX Mutual Fund

MEMRX Mutual Fund

NAV$44.31
See how much of MEMRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.99%
3 Months
+4.16%
6 Months
+8.45%
YTD
+15.10%
1 Year
+29.26%
3 Years (annualized)
+17.64%
5 Years (annualized)
+6.58%
10 Years (annualized)
+7.42%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+15.10%
Peer Avg (YTD)
+17.66%
vs Peers
-2.56%

MEMRX Mutual Fund Performance

MEMRX performance across multiple time periods: 1-month -0.99%, YTD 15.10%, 1-year 29.26%, 3-year 17.64%, 5-year 6.58%, 10-year 7.42%.

MEMRX returns trail the peer average of 17.66% 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.