EMTIX Mutual Fund

EMTIX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-2.91%
3 Months
-2.52%
6 Months
+3.35%
YTD
+2.59%
1 Year
+6.59%
3 Years (annualized)
+10.18%
5 Years (annualized)
+3.51%
10 Years (annualized)
+4.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMTIX 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
Transamerica Emerging Markets Debt Blended Benchmark
This Mutual Fund (YTD)
+2.59%
Peer Avg (YTD)
+0.32%
vs Peers
+2.28%

EMTIX Mutual Fund Performance

EMTIX performance across multiple time periods: 1-month -2.91%, YTD 2.59%, 1-year 6.59%, 3-year 10.18%, 5-year 3.51%, 10-year 4.14%.

EMTIX returns outperform the peer average of 0.32% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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