MEMBX Mutual Fund

MEMBX Mutual Fund

NAV$45.41
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Returns Overview

1 Month
-0.94%
3 Months
+1.16%
6 Months
+17.95%
YTD
+15.45%
1 Year
+22.65%
3 Years (annualized)
+21.31%
5 Years (annualized)
+7.07%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMBX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+15.45%
Peer Avg (YTD)
+20.48%
vs Peers
-5.03%

MEMBX Mutual Fund Performance

MEMBX performance across multiple time periods: 1-month -0.94%, YTD 15.45%, 1-year 22.65%, 3-year 21.31%, 5-year 7.07%, 10-year 7.51%.

MEMBX returns trail the peer average of 20.48% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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