GMOEX Mutual Fund

GMOEX Mutual Fund

NAV$41.17
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Returns Overview

1 Month
+2.39%
3 Months
+5.42%
6 Months
+36.00%
YTD
+40.65%
1 Year
+50.45%
3 Years (annualized)
+30.75%
5 Years (annualized)
+8.79%
10 Years (annualized)
+8.79%

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
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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 Market index(^MXEF)
This Mutual Fund (YTD)
+40.65%
Peer Avg (YTD)
+20.48%
vs Peers
+20.16%

GMOEX Mutual Fund Performance

GMOEX performance across multiple time periods: 1-month 2.39%, YTD 40.65%, 1-year 50.45%, 3-year 30.75%, 5-year 8.79%, 10-year 8.79%.

GMOEX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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