USEMX Mutual Fund

USEMX Mutual Fund

NAV$32.60
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Returns Overview

1 Month
-6.40%
3 Months
+1.91%
6 Months
+12.01%
YTD
+22.64%
1 Year
+41.82%
3 Years (annualized)
+20.60%
5 Years (annualized)
+9.26%
10 Years (annualized)
+9.93%

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)
+22.64%
Peer Avg (YTD)
+15.92%
vs Peers
+6.72%

USEMX Mutual Fund Performance

USEMX performance across multiple time periods: 1-month -6.40%, YTD 22.64%, 1-year 41.82%, 3-year 20.60%, 5-year 9.26%, 10-year 9.93%.

USEMX returns outperform the peer average of 15.92% 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.