GEMHX Mutual Fund

NAV$16.70

Returns Overview

1 Month
+9.26%
3 Months
+10.85%
6 Months
+27.03%
YTD
+7.15%
1 Year
+41.22%
3 Years (annualized)
+17.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMHX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Markets ex China Index(.dMIEFH0000NUS)
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+5.89%
vs Peers
+1.26%

GEMHX Mutual Fund Performance

GEMHX performance across multiple time periods: 1-month 9.26%, YTD 7.15%, 1-year 41.22%, 3-year 17.97%.

GEMHX returns outperform the peer average of 5.89% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

GEMHX performance comparison shows side-by-side returns with another fund. GEMHX alternatives are available in the Mutual Fund Screener.