GEMRX Mutual Fund

GEMRX Mutual Fund

NAV$19.92
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Returns Overview

1 Month
-0.88%
3 Months
-3.92%
6 Months
+21.52%
YTD
+21.45%
1 Year
+29.21%
3 Years (annualized)
+20.57%
5 Years (annualized)
+4.17%
10 Years (annualized)
+7.10%

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
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)
+21.45%
Peer Avg (YTD)
+20.48%
vs Peers
+0.96%

GEMRX Mutual Fund Performance

GEMRX performance across multiple time periods: 1-month -0.88%, YTD 21.45%, 1-year 29.21%, 3-year 20.57%, 5-year 4.17%, 10-year 7.10%.

GEMRX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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