GEMMX Mutual Fund

GEMMX Mutual Fund

NAV$40.12
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Returns Overview

1 Month
+5.53%
3 Months
+0.51%
6 Months
+18.89%
YTD
+39.87%
1 Year
+52.67%
3 Years (annualized)
+29.02%
5 Years (annualized)
+7.98%
10 Years (annualized)
+8.45%

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
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📉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)
+39.87%
Peer Avg (YTD)
+20.14%
vs Peers
+19.73%

GEMMX Mutual Fund Performance

GEMMX performance across multiple time periods: 1-month 5.53%, YTD 39.87%, 1-year 52.67%, 3-year 29.02%, 5-year 7.98%, 10-year 8.45%.

GEMMX returns outperform the peer average of 20.14% 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.