ZEMRX Mutual Fund

NAV$15.67

Returns Overview

1 Month
+0.43%
3 Months
+25.97%
6 Months
+30.63%
YTD
+27.85%
1 Year
+53.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZEMRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+27.85%
Peer Avg (YTD)
+21.71%
vs Peers
+6.14%

ZEMRX Mutual Fund Performance

ZEMRX performance across multiple time periods: 1-month 0.43%, YTD 27.85%, 1-year 53.40%.

ZEMRX returns outperform the peer average of 21.71% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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