EMCCX Mutual Fund

EMCCX Mutual Fund

NAV$64.02
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Returns Overview

1 Month
-4.97%
3 Months
-6.37%
6 Months
+9.45%
YTD
+7.80%
1 Year
+7.60%
3 Years (annualized)
+11.57%
5 Years (annualized)
+3.49%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMCCX 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 USA Small Cap Index(^M2USSC)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+10.34%
vs Peers
-2.54%

EMCCX Mutual Fund Performance

EMCCX performance across multiple time periods: 1-month -4.97%, YTD 7.80%, 1-year 7.60%, 3-year 11.57%, 5-year 3.49%, 10-year 9.65%.

EMCCX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.99%, investors should weigh costs against performance when evaluating this mutual fund.

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