GMEQX Mutual Fund

GMEQX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
+5.48%
3 Months
+3.53%
6 Months
-2.47%
YTD
+13.54%
1 Year
+2.62%
5 Years (annualized)
+2.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMEQX 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
S&P Composite 1500 Index

GMEQX Mutual Fund Performance

GMEQX performance across multiple time periods: 1-month 5.48%, YTD 13.54%, 1-year 2.62%, 5-year 2.73%.

GMEQX returns can be compared against peers and benchmarks. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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