GERCX Mutual Fund

GERCX Mutual Fund

NAV$14.32
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Returns Overview

1 Month
+5.44%
3 Months
-2.04%
6 Months
+7.14%
YTD
+25.00%
1 Year
+38.87%
3 Years (annualized)
+22.46%
5 Years (annualized)
+7.28%
10 Years (annualized)
+8.55%

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
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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)
+25.00%
Peer Avg (YTD)
+20.14%
vs Peers
+4.86%

GERCX Mutual Fund Performance

GERCX performance across multiple time periods: 1-month 5.44%, YTD 25.00%, 1-year 38.87%, 3-year 22.46%, 5-year 7.28%, 10-year 8.55%.

GERCX returns outperform the peer average of 20.14% 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.