EMAAX Mutual Fund

EMAAX Mutual Fund

NAV$18.19
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Returns Overview

1 Month
-2.57%
3 Months
-1.12%
6 Months
+4.19%
YTD
+7.25%
1 Year
+12.08%
3 Years (annualized)
+13.82%
5 Years (annualized)
+8.24%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMAAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+5.11%
vs Peers
+2.14%

EMAAX Mutual Fund Performance

EMAAX performance across multiple time periods: 1-month -2.57%, YTD 7.25%, 1-year 12.08%, 3-year 13.82%, 5-year 8.24%, 10-year 6.85%.

EMAAX returns outperform the peer average of 5.11% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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