GMEPX Mutual Fund

GMEPX Mutual Fund

NAV$27.78
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Returns Overview

1 Month
-4.05%
3 Months
-5.07%
6 Months
-6.05%
YTD
-0.61%
1 Year
+12.53%
3 Years (annualized)
+7.79%
5 Years (annualized)
-4.80%
10 Years (annualized)
+4.87%

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
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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 China All Shares Index Net
This Mutual Fund (YTD)
-0.61%
Peer Avg (YTD)
+19.42%
vs Peers
-20.03%

GMEPX Mutual Fund Performance

GMEPX performance across multiple time periods: 1-month -4.05%, YTD -0.61%, 1-year 12.53%, 3-year 7.79%, 5-year -4.80%, 10-year 4.87%.

GMEPX returns trail the peer average of 19.42% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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