EMXAX Mutual Fund

EMXAX Mutual Fund

NAV$17.27
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Returns Overview

1 Month
+3.83%
3 Months
-2.68%
6 Months
+12.29%
YTD
+36.97%
1 Year
+60.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EMXAX 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 China Index(^MH302400)
This Mutual Fund (YTD)
+36.97%
Peer Avg (YTD)
+8.51%
vs Peers
+28.46%

EMXAX Mutual Fund Performance

EMXAX performance across multiple time periods: 1-month 3.83%, YTD 36.97%, 1-year 60.01%.

EMXAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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