EMGRX Mutual Fund

EMGRX Mutual Fund

NAV$11.69
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Returns Overview

1 Month
-4.44%
3 Months
-9.00%
6 Months
+7.69%
YTD
+5.54%
1 Year
+9.10%
3 Years (annualized)
+13.76%
5 Years (annualized)
+5.94%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMGRX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+10.34%
vs Peers
-4.81%

EMGRX Mutual Fund Performance

EMGRX performance across multiple time periods: 1-month -4.44%, YTD 5.54%, 1-year 9.10%, 3-year 13.76%, 5-year 5.94%, 10-year 10.15%.

EMGRX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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