MEMRX Mutual Fund

MEMRX Mutual Fund

NAV$40.44
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Returns Overview

1 Month
-6.97%
3 Months
-4.95%
6 Months
-1.00%
YTD
+7.41%
1 Year
+9.64%
3 Years (annualized)
+20.14%
5 Years (annualized)
+5.97%
10 Years (annualized)
+6.48%

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)
+7.41%
Peer Avg (YTD)
+9.82%
vs Peers
-2.41%

MEMRX Mutual Fund Performance

MEMRX performance across multiple time periods: 1-month -6.97%, YTD 7.41%, 1-year 9.64%, 3-year 20.14%, 5-year 5.97%, 10-year 6.48%.

MEMRX returns trail the peer average of 9.82% 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.