GEMMX Mutual Fund

GEMMX Mutual Fund

NAV$39.74
See how much of GEMMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.43%
3 Months
+14.64%
6 Months
+20.57%
YTD
+32.54%
1 Year
+49.70%
3 Years (annualized)
+24.91%
5 Years (annualized)
+7.76%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+32.54%
Peer Avg (YTD)
+17.66%
vs Peers
+14.88%

GEMMX Mutual Fund Performance

GEMMX performance across multiple time periods: 1-month -2.43%, YTD 32.54%, 1-year 49.70%, 3-year 24.91%, 5-year 7.76%, 10-year 8.33%.

GEMMX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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