ZEMAX Mutual Fund

ZEMAX Mutual Fund

NAV$16.79
See how much of ZEMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.52%
3 Months
+5.03%
6 Months
+12.82%
YTD
+24.66%
1 Year
+43.48%
3 Years (annualized)
+23.97%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.66%
Peer Avg (YTD)
+15.92%
vs Peers
+8.74%

ZEMAX Mutual Fund Performance

ZEMAX performance across multiple time periods: 1-month -4.52%, YTD 24.66%, 1-year 43.48%, 3-year 23.97%, 5-year 9.13%.

ZEMAX returns outperform the peer average of 15.92% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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