MEMSX Mutual Fund

MEMSX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-0.93%
3 Months
-1.68%
6 Months
+18.16%
YTD
+19.73%
1 Year
+27.91%
3 Years (annualized)
+18.25%
5 Years (annualized)
+4.47%
10 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMSX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+19.73%
Peer Avg (YTD)
+20.48%
vs Peers
-0.75%

MEMSX Mutual Fund Performance

MEMSX performance across multiple time periods: 1-month -0.93%, YTD 19.73%, 1-year 27.91%, 3-year 18.25%, 5-year 4.47%, 10-year 6.94%.

MEMSX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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