GEMRX Mutual Fund

GEMRX Mutual Fund

NAV$17.79
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Returns Overview

1 Month
-9.79%
3 Months
-7.89%
6 Months
-4.73%
YTD
+9.56%
1 Year
+12.53%
3 Years (annualized)
+19.06%
5 Years (annualized)
+2.35%
10 Years (annualized)
+5.73%

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)
+9.56%
Peer Avg (YTD)
+9.82%
vs Peers
-0.26%

GEMRX Mutual Fund Performance

GEMRX performance across multiple time periods: 1-month -9.79%, YTD 9.56%, 1-year 12.53%, 3-year 19.06%, 5-year 2.35%, 10-year 5.73%.

GEMRX returns trail the peer average of 9.82% 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.