GERAX Mutual Fund

GERAX Mutual Fund

NAV$14.22
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Returns Overview

1 Month
-7.46%
3 Months
+0.45%
6 Months
+8.07%
YTD
+19.13%
1 Year
+35.97%
3 Years (annualized)
+19.11%
5 Years (annualized)
+7.23%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GERAX 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 Standard Index
This Mutual Fund (YTD)
+19.13%
Peer Avg (YTD)
+17.66%
vs Peers
+1.47%

GERAX Mutual Fund Performance

GERAX performance across multiple time periods: 1-month -7.46%, YTD 19.13%, 1-year 35.97%, 3-year 19.11%, 5-year 7.23%, 10-year 9.09%.

GERAX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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