GMOEX Mutual Fund

NAV$39.39

Returns Overview

1 Month
-2.40%
3 Months
+29.01%
6 Months
+35.74%
YTD
+33.42%
1 Year
+56.93%
3 Years (annualized)
+28.48%
5 Years (annualized)
+7.27%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMOEX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+33.42%
Peer Avg (YTD)
+23.08%
vs Peers
+10.35%

GMOEX Mutual Fund Performance

GMOEX performance across multiple time periods: 1-month -2.40%, YTD 33.42%, 1-year 56.93%, 3-year 28.48%, 5-year 7.27%, 10-year 9.05%.

GMOEX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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