ZEMIX Mutual Fund

ZEMIX Mutual Fund

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Returns Overview

1 Month
-4.56%
3 Months
+5.08%
6 Months
+12.89%
YTD
+24.70%
1 Year
+43.56%
3 Years (annualized)
+24.07%
5 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZEMIX 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
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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)
+24.70%
Peer Avg (YTD)
+15.92%
vs Peers
+8.78%

ZEMIX Mutual Fund Performance

ZEMIX performance across multiple time periods: 1-month -4.56%, YTD 24.70%, 1-year 43.56%, 3-year 24.07%, 5-year 9.29%.

ZEMIX returns outperform the peer average of 15.92% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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