GMARX Mutual Fund

GMARX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
-0.10%
3 Months
+3.31%
6 Months
+7.11%
YTD
+9.36%
1 Year
+18.97%
3 Years (annualized)
+13.76%
5 Years (annualized)
+7.15%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMARX 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
Morningstar Moderately Aggressive Target Risk Index(^MSAAMMAR)
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+5.54%
vs Peers
+3.82%

GMARX Mutual Fund Performance

GMARX performance across multiple time periods: 1-month -0.10%, YTD 9.36%, 1-year 18.97%, 3-year 13.76%, 5-year 7.15%, 10-year 9.10%.

GMARX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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