GMEPX Mutual Fund

NAV$28.13

Returns Overview

1 Month
-1.07%
3 Months
+7.66%
6 Months
+3.58%
YTD
+1.31%
1 Year
+18.42%
3 Years (annualized)
+12.42%
5 Years (annualized)
-5.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMEPX 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 China All Shares Index Net
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+27.12%
vs Peers
-25.81%

GMEPX Mutual Fund Performance

GMEPX performance across multiple time periods: 1-month -1.07%, YTD 1.31%, 1-year 18.42%, 3-year 12.42%, 5-year -5.25%.

GMEPX returns trail the peer average of 27.12% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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