GEMRX Mutual Fund

GEMRX Mutual Fund

NAV$20.98
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Returns Overview

1 Month
-5.91%
3 Months
+3.43%
6 Months
+12.68%
YTD
+22.00%
1 Year
+41.70%
3 Years (annualized)
+17.05%
5 Years (annualized)
+3.89%
10 Years (annualized)
+6.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMRX 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)
+22.00%
Peer Avg (YTD)
+17.66%
vs Peers
+4.34%

GEMRX Mutual Fund Performance

GEMRX performance across multiple time periods: 1-month -5.91%, YTD 22.00%, 1-year 41.70%, 3-year 17.05%, 5-year 3.89%, 10-year 6.77%.

GEMRX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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