GEMSX Mutual Fund

NAV$30.54

Returns Overview

1 Month
-12.49%
3 Months
-5.24%
6 Months
+1.33%
YTD
+9.62%
1 Year
+52.37%
3 Years (annualized)
+23.66%
5 Years (annualized)
+4.37%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMSX 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)
+9.62%
Peer Avg (YTD)
+23.08%
vs Peers
-13.46%

GEMSX Mutual Fund Performance

GEMSX performance across multiple time periods: 1-month -12.49%, YTD 9.62%, 1-year 52.37%, 3-year 23.66%, 5-year 4.37%, 10-year 9.95%.

GEMSX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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