GERCX Mutual Fund

NAV$13.39

Returns Overview

1 Month
+0.56%
3 Months
+22.29%
6 Months
+28.32%
YTD
+24.96%
1 Year
+47.34%
3 Years (annualized)
+23.61%
5 Years (annualized)
+6.77%
10 Years (annualized)
+9.55%

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
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 Markets Standard Index
This Mutual Fund (YTD)
+24.96%
Peer Avg (YTD)
+23.08%
vs Peers
+1.88%

GERCX Mutual Fund Performance

GERCX performance across multiple time periods: 1-month 0.56%, YTD 24.96%, 1-year 47.34%, 3-year 23.61%, 5-year 6.77%, 10-year 9.55%.

GERCX returns outperform the peer average of 23.08% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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