GEMYX Mutual Fund

GEMYX Mutual Fund

NAV$15.39
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Returns Overview

1 Month
+3.69%
3 Months
-2.22%
6 Months
+8.35%
YTD
+25.43%
1 Year
+41.82%
3 Years (annualized)
+24.31%
5 Years (annualized)
+8.49%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMYX 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)
+25.43%
Peer Avg (YTD)
+20.14%
vs Peers
+5.29%

GEMYX Mutual Fund Performance

GEMYX performance across multiple time periods: 1-month 3.69%, YTD 25.43%, 1-year 41.82%, 3-year 24.31%, 5-year 8.49%, 10-year 8.92%.

GEMYX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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