GEMUX Mutual Fund

NAV$37.13

Returns Overview

1 Month
+1.70%
3 Months
+26.60%
6 Months
+30.73%
YTD
+27.73%
1 Year
+53.11%
3 Years (annualized)
+24.29%
5 Years (annualized)
+4.91%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMUX 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)
+27.73%
Peer Avg (YTD)
+23.08%
vs Peers
+4.65%

GEMUX Mutual Fund Performance

GEMUX performance across multiple time periods: 1-month 1.70%, YTD 27.73%, 1-year 53.11%, 3-year 24.29%, 5-year 4.91%, 10-year 10.52%.

GEMUX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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