GEMWX Mutual Fund

GEMWX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
+9.24%
3 Months
+10.97%
6 Months
+27.19%
YTD
+7.13%
1 Year
+41.71%
3 Years (annualized)
+18.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMWX 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 Markets ex China Index(.dMIEFH0000NUS)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+5.89%
vs Peers
+1.24%

GEMWX Mutual Fund Performance

GEMWX performance across multiple time periods: 1-month 9.24%, YTD 7.13%, 1-year 41.71%, 3-year 18.40%.

GEMWX returns outperform the peer average of 5.89% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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