EMWIX Mutual Fund

EMWIX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
-0.30%
3 Months
-1.58%
6 Months
-3.35%
YTD
-4.75%
1 Year
-4.93%
3 Years (annualized)
+0.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMWIX 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
ICE US Treasury 7-10 Year Total Return Index(IUT)
This Mutual Fund (YTD)
-4.75%
Peer Avg (YTD)
+0.50%
vs Peers
-5.25%

EMWIX Mutual Fund Performance

EMWIX performance across multiple time periods: 1-month -0.30%, YTD -4.75%, 1-year -4.93%, 3-year 0.22%.

EMWIX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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