EMSQX Mutual Fund

EMSQX Mutual Fund

NAV$22.68
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Returns Overview

1 Month
+0.22%
3 Months
+1.23%
6 Months
+16.36%
YTD
+18.39%
1 Year
+25.03%
3 Years (annualized)
+19.00%
5 Years (annualized)
+9.39%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMSQX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+18.39%
Peer Avg (YTD)
+20.48%
vs Peers
-2.09%

EMSQX Mutual Fund Performance

EMSQX performance across multiple time periods: 1-month 0.22%, YTD 18.39%, 1-year 25.03%, 3-year 19.00%, 5-year 9.39%, 10-year 9.35%.

EMSQX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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