EMRZX Mutual Fund

EMRZX Mutual Fund

NAV$21.52
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Returns Overview

1 Month
-0.73%
3 Months
-3.40%
6 Months
+19.81%
YTD
+16.68%
1 Year
+24.65%
3 Years (annualized)
+17.90%
5 Years (annualized)
+3.16%
10 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMRZX 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
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📉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)
+16.68%
Peer Avg (YTD)
+20.48%
vs Peers
-3.80%

EMRZX Mutual Fund Performance

EMRZX performance across multiple time periods: 1-month -0.73%, YTD 16.68%, 1-year 24.65%, 3-year 17.90%, 5-year 3.16%, 10-year 6.62%.

EMRZX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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