GEMYX Mutual Fund

GEMYX Mutual Fund

NAV$15.46
See how much of GEMYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.35%
3 Months
+2.83%
6 Months
+10.95%
YTD
+20.96%
1 Year
+40.23%
3 Years (annualized)
+20.09%
5 Years (annualized)
+8.09%
10 Years (annualized)
+9.11%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+20.96%
Peer Avg (YTD)
+17.66%
vs Peers
+3.30%

GEMYX Mutual Fund Performance

GEMYX performance across multiple time periods: 1-month -6.35%, YTD 20.96%, 1-year 40.23%, 3-year 20.09%, 5-year 8.09%, 10-year 9.11%.

GEMYX returns outperform the peer average of 17.66% 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.