MEMSX Mutual Fund

MEMSX Mutual Fund

NAV$10.75
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Returns Overview

1 Month
-7.77%
3 Months
-5.76%
6 Months
-2.62%
YTD
+10.43%
1 Year
+13.96%
3 Years (annualized)
+17.44%
5 Years (annualized)
+4.47%
10 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMSX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+9.82%
vs Peers
+0.61%

MEMSX Mutual Fund Performance

MEMSX performance across multiple time periods: 1-month -7.77%, YTD 10.43%, 1-year 13.96%, 3-year 17.44%, 5-year 4.47%, 10-year 6.94%.

MEMSX returns outperform the peer average of 9.82% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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