GMDRX Mutual Fund

GMDRX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-0.21%
3 Months
+2.40%
6 Months
+5.20%
YTD
+6.85%
1 Year
+14.63%
3 Years (annualized)
+11.05%
5 Years (annualized)
+5.38%
10 Years (annualized)
+7.18%

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
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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 Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+5.54%
vs Peers
+1.31%

GMDRX Mutual Fund Performance

GMDRX performance across multiple time periods: 1-month -0.21%, YTD 6.85%, 1-year 14.63%, 3-year 11.05%, 5-year 5.38%, 10-year 7.18%.

GMDRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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