EMRGX Mutual Fund

EMRGX Mutual Fund

NAV$10.33
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Returns Overview

1 Month
+0.28%
3 Months
+2.72%
6 Months
+25.21%
YTD
+22.60%
1 Year
+28.25%
3 Years (annualized)
+19.73%
5 Years (annualized)
+4.96%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMRGX 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)
+22.60%
Peer Avg (YTD)
+20.47%
vs Peers
+2.12%

EMRGX Mutual Fund Performance

EMRGX performance across multiple time periods: 1-month 0.28%, YTD 22.60%, 1-year 28.25%, 3-year 19.73%, 5-year 4.96%, 10-year 8.77%.

EMRGX returns outperform the peer average of 20.47% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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