GEMAX Mutual Fund

NAV$31.86

Returns Overview

1 Month
-12.50%
3 Months
-5.21%
6 Months
+1.40%
YTD
+9.71%
1 Year
+52.68%
3 Years (annualized)
+23.92%
5 Years (annualized)
+4.57%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+23.08%
vs Peers
-13.37%

GEMAX Mutual Fund Performance

GEMAX performance across multiple time periods: 1-month -12.50%, YTD 9.71%, 1-year 52.68%, 3-year 23.92%, 5-year 4.57%, 10-year 10.13%.

GEMAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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