GERIX Mutual Fund

NAV$13.49

Returns Overview

1 Month
+0.70%
3 Months
+22.64%
6 Months
+29.01%
YTD
+25.63%
1 Year
+48.90%
3 Years (annualized)
+24.98%
5 Years (annualized)
+7.95%
10 Years (annualized)
+10.77%

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
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)
+25.63%
Peer Avg (YTD)
+23.08%
vs Peers
+2.56%

GERIX Mutual Fund Performance

GERIX performance across multiple time periods: 1-month 0.70%, YTD 25.63%, 1-year 48.90%, 3-year 24.98%, 5-year 7.95%, 10-year 10.77%.

GERIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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