GEMSX Mutual Fund

GEMSX Mutual Fund

NAV$33.54
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Returns Overview

1 Month
+3.92%
3 Months
-3.49%
6 Months
+7.53%
YTD
+23.76%
1 Year
+38.89%
3 Years (annualized)
+22.31%
5 Years (annualized)
+3.95%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMSX 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)
+23.76%
Peer Avg (YTD)
+20.14%
vs Peers
+3.62%

GEMSX Mutual Fund Performance

GEMSX performance across multiple time periods: 1-month 3.92%, YTD 23.76%, 1-year 38.89%, 3-year 22.31%, 5-year 3.95%, 10-year 8.68%.

GEMSX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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