GEMCX Mutual Fund

GEMCX Mutual Fund

NAV$27.10
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Returns Overview

1 Month
-10.70%
3 Months
-7.74%
6 Months
-7.84%
YTD
+7.02%
1 Year
+10.09%
3 Years (annualized)
+19.47%
5 Years (annualized)
+1.72%
10 Years (annualized)
+6.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMCX 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)
+7.02%
Peer Avg (YTD)
+9.82%
vs Peers
-2.80%

GEMCX Mutual Fund Performance

GEMCX performance across multiple time periods: 1-month -10.70%, YTD 7.02%, 1-year 10.09%, 3-year 19.47%, 5-year 1.72%, 10-year 6.61%.

GEMCX returns trail the peer average of 9.82% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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