EMAIX Mutual Fund

EMAIX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
-2.89%
3 Months
-3.90%
6 Months
-2.25%
YTD
-2.30%
1 Year
-0.94%
3 Years (annualized)
+4.19%
5 Years (annualized)
+1.71%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMAIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-2.30%
Peer Avg (YTD)
-3.84%
vs Peers
+1.54%

EMAIX Mutual Fund Performance

EMAIX performance across multiple time periods: 1-month -2.89%, YTD -2.30%, 1-year -0.94%, 3-year 4.19%, 5-year 1.71%, 10-year 2.15%.

EMAIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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