GEPPX Mutual Fund

NAV$13.86

Returns Overview

1 Month
+8.86%
3 Months
+9.78%
6 Months
+25.11%
YTD
+6.06%
1 Year
+41.78%
3 Years (annualized)
+14.32%
5 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEPPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+5.89%
vs Peers
+0.17%

GEPPX Mutual Fund Performance

GEPPX performance across multiple time periods: 1-month 8.86%, YTD 6.06%, 1-year 41.78%, 3-year 14.32%, 5-year 1.66%.

GEPPX 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.

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