GERUX Mutual Fund

GERUX Mutual Fund

NAV$14.08
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Returns Overview

1 Month
-7.51%
3 Months
+0.53%
6 Months
+8.30%
YTD
+19.27%
1 Year
+36.31%
3 Years (annualized)
+19.50%
5 Years (annualized)
+7.62%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GERUX 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)
+19.27%
Peer Avg (YTD)
+17.66%
vs Peers
+1.61%

GERUX Mutual Fund Performance

GERUX performance across multiple time periods: 1-month -7.51%, YTD 19.27%, 1-year 36.31%, 3-year 19.50%, 5-year 7.62%, 10-year 9.48%.

GERUX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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