EMGEX Mutual Fund

EMGEX Mutual Fund

NAV$10.28
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Returns Overview

1 Month
+0.29%
3 Months
+2.73%
6 Months
+25.21%
YTD
+22.44%
1 Year
+28.22%
3 Years (annualized)
+19.70%
5 Years (annualized)
+4.90%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMGEX 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
This Mutual Fund (YTD)
+22.44%
Peer Avg (YTD)
+20.48%
vs Peers
+1.96%

EMGEX Mutual Fund Performance

EMGEX performance across multiple time periods: 1-month 0.29%, YTD 22.44%, 1-year 28.22%, 3-year 19.70%, 5-year 4.90%, 10-year 8.82%.

EMGEX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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