ZEMAX Mutual Fund

ZEMAX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
-0.30%
3 Months
-2.17%
6 Months
+23.19%
YTD
+24.94%
1 Year
+33.82%
3 Years (annualized)
+27.75%
5 Years (annualized)
+9.51%

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)
+24.94%
Peer Avg (YTD)
+18.35%
vs Peers
+6.59%

ZEMAX Mutual Fund Performance

ZEMAX performance across multiple time periods: 1-month -0.30%, YTD 24.94%, 1-year 33.82%, 3-year 27.75%, 5-year 9.51%.

ZEMAX returns outperform the peer average of 18.35% 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.