BEMRX Mutual Fund

BEMRX Mutual Fund

NAV$14.52
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Returns Overview

1 Month
-2.85%
3 Months
+0.19%
6 Months
+14.09%
YTD
+20.77%
1 Year
+30.73%
3 Years (annualized)
+27.17%
5 Years (annualized)
+14.48%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEMRX 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 Markets Index (net)
This Mutual Fund (YTD)
+20.77%
Peer Avg (YTD)
+20.48%
vs Peers
+0.29%

BEMRX Mutual Fund Performance

BEMRX performance across multiple time periods: 1-month -2.85%, YTD 20.77%, 1-year 30.73%, 3-year 27.17%, 5-year 14.48%, 10-year 9.47%.

BEMRX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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