ZEMAX Mutual Fund

ZEMAX Mutual Fund

NAV$16.43
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Returns Overview

1 Month
+0.47%
3 Months
+25.92%
6 Months
+30.55%
YTD
+27.72%
1 Year
+53.29%
3 Years (annualized)
+27.94%
5 Years (annualized)
+9.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZEMAX 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)
+27.72%
Peer Avg (YTD)
+21.71%
vs Peers
+6.00%

ZEMAX Mutual Fund Performance

ZEMAX performance across multiple time periods: 1-month 0.47%, YTD 27.72%, 1-year 53.29%, 3-year 27.94%, 5-year 9.13%.

ZEMAX returns outperform the peer average of 21.71% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

ZEMAX performance comparison shows side-by-side returns with another fund. ZEMAX alternatives are available in the Mutual Fund Screener.