GEMEX Mutual Fund

NAV$37.57

Returns Overview

1 Month
-4.30%
3 Months
+10.66%
6 Months
+14.72%
YTD
+26.07%
1 Year
+56.69%
3 Years (annualized)
+28.28%
5 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMEX 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
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📉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

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)
+26.07%
Peer Avg (YTD)
+23.08%
vs Peers
+3.00%

GEMEX Mutual Fund Performance

GEMEX performance across multiple time periods: 1-month -4.30%, YTD 26.07%, 1-year 56.69%, 3-year 28.28%, 5-year 7.13%.

GEMEX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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