GMOEX Mutual Fund

GMOEX Mutual Fund

NAV$40.96
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Returns Overview

1 Month
-2.43%
3 Months
+14.59%
6 Months
+20.51%
YTD
+32.44%
1 Year
+49.52%
3 Years (annualized)
+24.78%
5 Years (annualized)
+7.63%
10 Years (annualized)
+8.21%

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)
+32.44%
Peer Avg (YTD)
+17.66%
vs Peers
+14.78%

GMOEX Mutual Fund Performance

GMOEX performance across multiple time periods: 1-month -2.43%, YTD 32.44%, 1-year 49.52%, 3-year 24.78%, 5-year 7.63%, 10-year 8.21%.

GMOEX returns outperform the peer average of 17.66% 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.