GEMZX Mutual Fund

GEMZX Mutual Fund

NAV$15.10
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Returns Overview

1 Month
+0.26%
3 Months
-2.66%
6 Months
+21.87%
YTD
+22.65%
1 Year
+32.51%
3 Years (annualized)
+24.00%
5 Years (annualized)
+8.21%
10 Years (annualized)
+8.96%

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
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📉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)
+22.65%
Peer Avg (YTD)
+20.48%
vs Peers
+2.16%

GEMZX Mutual Fund Performance

GEMZX performance across multiple time periods: 1-month 0.26%, YTD 22.65%, 1-year 32.51%, 3-year 24.00%, 5-year 8.21%, 10-year 8.96%.

GEMZX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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