GMDRX Mutual Fund

NAV$9.64

Returns Overview

1 Month
+0.14%
3 Months
+8.32%
6 Months
+7.56%
YTD
+7.08%
1 Year
+15.13%
3 Years (annualized)
+11.93%
5 Years (annualized)
+5.57%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMDRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+5.87%
vs Peers
+1.21%

GMDRX Mutual Fund Performance

GMDRX performance across multiple time periods: 1-month 0.14%, YTD 7.08%, 1-year 15.13%, 3-year 11.93%, 5-year 5.57%, 10-year 7.47%.

GMDRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

GMDRX performance comparison shows side-by-side returns with another fund. GMDRX alternatives are available in the Mutual Fund Screener.