GERIX Mutual Fund

GERIX Mutual Fund

NAV$13.76
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Returns Overview

1 Month
+0.28%
3 Months
-2.08%
6 Months
+20.09%
YTD
+23.02%
1 Year
+31.10%
3 Years (annualized)
+23.86%
5 Years (annualized)
+8.47%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GERIX 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 Markets Standard Index
This Mutual Fund (YTD)
+23.02%
Peer Avg (YTD)
+20.48%
vs Peers
+2.53%

GERIX Mutual Fund Performance

GERIX performance across multiple time periods: 1-month 0.28%, YTD 23.02%, 1-year 31.10%, 3-year 23.86%, 5-year 8.47%, 10-year 9.77%.

GERIX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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