MEMIX Mutual Fund

MEMIX Mutual Fund

NAV$52.62
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Returns Overview

1 Month
-0.85%
3 Months
+1.42%
6 Months
+18.53%
YTD
+16.29%
1 Year
+23.86%
3 Years (annualized)
+22.53%
5 Years (annualized)
+8.15%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMIX 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 Emerging Markets Index (net)
This Mutual Fund (YTD)
+16.29%
Peer Avg (YTD)
+20.48%
vs Peers
-4.19%

MEMIX Mutual Fund Performance

MEMIX performance across multiple time periods: 1-month -0.85%, YTD 16.29%, 1-year 23.86%, 3-year 22.53%, 5-year 8.15%, 10-year 8.59%.

MEMIX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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