EMKAX Mutual Fund

EMKAX Mutual Fund

NAV$5.09
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Returns Overview

1 Month
-2.28%
3 Months
-1.21%
6 Months
+2.37%
YTD
+0.87%
1 Year
+5.10%
3 Years (annualized)
+9.76%
5 Years (annualized)
-0.61%
10 Years (annualized)
+0.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMKAX 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 ELMI+ Index
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+0.32%
vs Peers
+0.55%

EMKAX Mutual Fund Performance

EMKAX performance across multiple time periods: 1-month -2.28%, YTD 0.87%, 1-year 5.10%, 3-year 9.76%, 5-year -0.61%, 10-year 0.41%.

EMKAX returns outperform the peer average of 0.32% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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