EMRIX Mutual Fund

EMRIX Mutual Fund

NAV$21.48
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Returns Overview

1 Month
-0.77%
3 Months
-3.45%
6 Months
+19.74%
YTD
+16.54%
1 Year
+24.43%
3 Years (annualized)
+17.79%
5 Years (annualized)
+3.06%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMRIX 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 Investable Market Index
This Mutual Fund (YTD)
+16.54%
Peer Avg (YTD)
+20.48%
vs Peers
-3.94%

EMRIX Mutual Fund Performance

EMRIX performance across multiple time periods: 1-month -0.77%, YTD 16.54%, 1-year 24.43%, 3-year 17.79%, 5-year 3.06%, 10-year 6.71%.

EMRIX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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