GERCX Mutual Fund

GERCX Mutual Fund

NAV$13.90
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Returns Overview

1 Month
-7.61%
3 Months
+0.23%
6 Months
+7.65%
YTD
+18.55%
1 Year
+34.89%
3 Years (annualized)
+18.19%
5 Years (annualized)
+6.42%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GERCX 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)
+18.55%
Peer Avg (YTD)
+17.66%
vs Peers
+0.89%

GERCX Mutual Fund Performance

GERCX performance across multiple time periods: 1-month -7.61%, YTD 18.55%, 1-year 34.89%, 3-year 18.19%, 5-year 6.42%, 10-year 8.26%.

GERCX returns outperform the peer average of 17.66% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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