ZEMRX Mutual Fund

ZEMRX Mutual Fund

NAV$16.03
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Returns Overview

1 Month
+2.77%
3 Months
-1.42%
6 Months
+9.25%
YTD
+28.22%
1 Year
+44.17%
3 Years (annualized)
+24.12%
5 Years (annualized)
+9.31%

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
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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)
+28.22%
Peer Avg (YTD)
+18.18%
vs Peers
+10.04%

ZEMRX Mutual Fund Performance

ZEMRX performance across multiple time periods: 1-month 2.77%, YTD 28.22%, 1-year 44.17%, 3-year 24.12%, 5-year 9.31%.

ZEMRX returns outperform the peer average of 18.18% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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