EMKIX Mutual Fund

EMKIX Mutual Fund

NAV$5.17
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Returns Overview

1 Month
-2.22%
3 Months
-1.11%
6 Months
+2.66%
YTD
+1.07%
1 Year
+5.32%
3 Years (annualized)
+10.01%
5 Years (annualized)
-0.41%
10 Years (annualized)
+0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMKIX 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)
+1.07%
Peer Avg (YTD)
+0.32%
vs Peers
+0.75%

EMKIX Mutual Fund Performance

EMKIX performance across multiple time periods: 1-month -2.22%, YTD 1.07%, 1-year 5.32%, 3-year 10.01%, 5-year -0.41%, 10-year 0.60%.

EMKIX returns outperform the peer average of 0.32% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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