USEMX Mutual Fund

USEMX Mutual Fund

NAV$28.59
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Returns Overview

1 Month
-10.24%
3 Months
-6.35%
6 Months
-4.55%
YTD
+12.14%
1 Year
+16.56%
3 Years (annualized)
+22.69%
5 Years (annualized)
+8.41%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USEMX 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
Lipper Emerging Markets Funds Index
This Mutual Fund (YTD)
+12.14%
Peer Avg (YTD)
+8.28%
vs Peers
+3.86%

USEMX Mutual Fund Performance

USEMX performance across multiple time periods: 1-month -10.24%, YTD 12.14%, 1-year 16.56%, 3-year 22.69%, 5-year 8.41%, 10-year 8.20%.

USEMX returns outperform the peer average of 8.28% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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