GEMIX Mutual Fund

GEMIX Mutual Fund

NAV$36.89
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Returns Overview

1 Month
-0.45%
3 Months
-5.40%
6 Months
+19.76%
YTD
+20.80%
1 Year
+29.22%
3 Years (annualized)
+22.93%
5 Years (annualized)
+4.48%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMIX 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)
+20.80%
Peer Avg (YTD)
+20.48%
vs Peers
+0.32%

GEMIX Mutual Fund Performance

GEMIX performance across multiple time periods: 1-month -0.45%, YTD 20.80%, 1-year 29.22%, 3-year 22.93%, 5-year 4.48%, 10-year 9.22%.

GEMIX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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