GEMCX Mutual Fund

NAV$27.84

Returns Overview

1 Month
-12.54%
3 Months
-5.40%
6 Months
+1.02%
YTD
+9.22%
1 Year
+51.52%
3 Years (annualized)
+22.97%
5 Years (annualized)
+3.80%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMCX 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)
+9.22%
Peer Avg (YTD)
+23.08%
vs Peers
-13.86%

GEMCX Mutual Fund Performance

GEMCX performance across multiple time periods: 1-month -12.54%, YTD 9.22%, 1-year 51.52%, 3-year 22.97%, 5-year 3.80%, 10-year 9.31%.

GEMCX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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