GERIX Mutual Fund

GERIX Mutual Fund

NAV$14.01
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Returns Overview

1 Month
-7.49%
3 Months
+0.53%
6 Months
+8.29%
YTD
+19.34%
1 Year
+36.36%
3 Years (annualized)
+19.47%
5 Years (annualized)
+7.61%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GERIX 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)
+19.34%
Peer Avg (YTD)
+17.66%
vs Peers
+1.68%

GERIX Mutual Fund Performance

GERIX performance across multiple time periods: 1-month -7.49%, YTD 19.34%, 1-year 36.36%, 3-year 19.47%, 5-year 7.61%, 10-year 9.47%.

GERIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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