GEMZX Mutual Fund

NAV$13.93

Returns Overview

1 Month
-10.59%
3 Months
-2.66%
6 Months
+2.50%
YTD
+11.08%
1 Year
+50.06%
3 Years (annualized)
+24.58%
5 Years (annualized)
+7.90%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMZX 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)
+11.08%
Peer Avg (YTD)
+23.08%
vs Peers
-11.99%

GEMZX Mutual Fund Performance

GEMZX performance across multiple time periods: 1-month -10.59%, YTD 11.08%, 1-year 50.06%, 3-year 24.58%, 5-year 7.90%, 10-year 9.94%.

GEMZX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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