GEMMX Mutual Fund

NAV$38.56

Returns Overview

1 Month
-2.38%
3 Months
+29.04%
6 Months
+35.85%
YTD
+33.50%
1 Year
+57.16%
3 Years (annualized)
+28.61%
5 Years (annualized)
+7.39%
10 Years (annualized)
+9.18%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+33.50%
Peer Avg (YTD)
+23.08%
vs Peers
+10.43%

GEMMX Mutual Fund Performance

GEMMX performance across multiple time periods: 1-month -2.38%, YTD 33.50%, 1-year 57.16%, 3-year 28.61%, 5-year 7.39%, 10-year 9.18%.

GEMMX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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