ZEMIX Mutual Fund

NAV$15.65

Returns Overview

1 Month
+0.49%
3 Months
+25.99%
6 Months
+30.65%
YTD
+27.87%
1 Year
+53.45%
3 Years (annualized)
+28.01%
5 Years (annualized)
+9.28%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+27.87%
Peer Avg (YTD)
+21.71%
vs Peers
+6.16%

ZEMIX Mutual Fund Performance

ZEMIX performance across multiple time periods: 1-month 0.49%, YTD 27.87%, 1-year 53.45%, 3-year 28.01%, 5-year 9.28%.

ZEMIX returns outperform the peer average of 21.71% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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