GEMEX Mutual Fund

GEMEX Mutual Fund

NAV$40.25
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Returns Overview

1 Month
+2.37%
3 Months
+5.36%
6 Months
+35.88%
YTD
+40.44%
1 Year
+50.17%
3 Years (annualized)
+28.68%
5 Years (annualized)
+7.71%
10 Years (annualized)
+8.10%

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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+40.44%
Peer Avg (YTD)
+20.48%
vs Peers
+19.95%

GEMEX Mutual Fund Performance

GEMEX performance across multiple time periods: 1-month 2.37%, YTD 40.44%, 1-year 50.17%, 3-year 28.68%, 5-year 7.71%, 10-year 8.10%.

GEMEX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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