GEMZX Mutual Fund

GEMZX Mutual Fund

NAV$15.00
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Returns Overview

1 Month
-6.39%
3 Months
+2.78%
6 Months
+10.79%
YTD
+20.73%
1 Year
+39.83%
3 Years (annualized)
+19.77%
5 Years (annualized)
+7.79%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMZX 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)
+20.73%
Peer Avg (YTD)
+17.66%
vs Peers
+3.07%

GEMZX Mutual Fund Performance

GEMZX performance across multiple time periods: 1-month -6.39%, YTD 20.73%, 1-year 39.83%, 3-year 19.77%, 5-year 7.79%, 10-year 8.79%.

GEMZX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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