EMTAX Mutual Fund

EMTAX Mutual Fund

NAV$9.55
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Returns Overview

1 Month
-2.92%
3 Months
-2.63%
6 Months
+3.15%
YTD
+2.30%
1 Year
+6.20%
3 Years (annualized)
+9.76%
5 Years (annualized)
+3.03%
10 Years (annualized)
+3.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMTAX 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
Transamerica Emerging Markets Debt Blended Benchmark
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+0.32%
vs Peers
+1.99%

EMTAX Mutual Fund Performance

EMTAX performance across multiple time periods: 1-month -2.92%, YTD 2.30%, 1-year 6.20%, 3-year 9.76%, 5-year 3.03%, 10-year 3.61%.

EMTAX returns outperform the peer average of 0.32% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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