GEMRX Mutual Fund

NAV$19.64

Returns Overview

1 Month
-5.89%
3 Months
+2.29%
6 Months
+10.21%
YTD
+17.32%
1 Year
+53.16%
3 Years (annualized)
+21.14%
5 Years (annualized)
+4.07%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMRX 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)
+17.32%
Peer Avg (YTD)
+23.08%
vs Peers
-5.75%

GEMRX Mutual Fund Performance

GEMRX performance across multiple time periods: 1-month -5.89%, YTD 17.32%, 1-year 53.16%, 3-year 21.14%, 5-year 4.07%, 10-year 7.92%.

GEMRX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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