GEMAX Mutual Fund

GEMAX Mutual Fund

NAV$35.80
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Returns Overview

1 Month
-8.61%
3 Months
+0.06%
6 Months
+9.69%
YTD
+19.24%
1 Year
+38.16%
3 Years (annualized)
+18.69%
5 Years (annualized)
+3.91%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMAX 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)
+19.24%
Peer Avg (YTD)
+17.66%
vs Peers
+1.58%

GEMAX Mutual Fund Performance

GEMAX performance across multiple time periods: 1-month -8.61%, YTD 19.24%, 1-year 38.16%, 3-year 18.69%, 5-year 3.91%, 10-year 8.69%.

GEMAX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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