EMCIX Mutual Fund

EMCIX Mutual Fund

NAV$5.47
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Returns Overview

1 Month
-1.77%
3 Months
-0.78%
6 Months
+1.03%
YTD
+2.28%
1 Year
+3.34%
3 Years (annualized)
+8.54%
5 Years (annualized)
-0.84%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMCIX 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
JP Morgan CEMBI BD Index(JPMCEMBIBDI)
This Mutual Fund (YTD)
+2.28%
Peer Avg (YTD)
+0.32%
vs Peers
+1.96%

EMCIX Mutual Fund Performance

EMCIX performance across multiple time periods: 1-month -1.77%, YTD 2.28%, 1-year 3.34%, 3-year 8.54%, 5-year -0.84%, 10-year 1.14%.

EMCIX returns outperform the peer average of 0.32% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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