GEMSX Mutual Fund

GEMSX Mutual Fund

NAV$32.82
See how much of GEMSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.47%
3 Months
-5.52%
6 Months
+19.49%
YTD
+20.39%
1 Year
+28.57%
3 Years (annualized)
+22.31%
5 Years (annualized)
+3.95%
10 Years (annualized)
+8.68%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+20.39%
Peer Avg (YTD)
+20.48%
vs Peers
-0.10%

GEMSX Mutual Fund Performance

GEMSX performance across multiple time periods: 1-month -0.47%, YTD 20.39%, 1-year 28.57%, 3-year 22.31%, 5-year 3.95%, 10-year 8.68%.

GEMSX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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