GMGEX Mutual Fund

NAV$42.61

Returns Overview

1 Month
-0.75%
3 Months
+13.61%
6 Months
+17.83%
YTD
+16.56%
1 Year
+35.27%
3 Years (annualized)
+22.10%
5 Years (annualized)
+11.26%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMGEX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+16.56%
Peer Avg (YTD)
+9.49%
vs Peers
+7.07%

GMGEX Mutual Fund Performance

GMGEX performance across multiple time periods: 1-month -0.75%, YTD 16.56%, 1-year 35.27%, 3-year 22.10%, 5-year 11.26%, 10-year 11.80%.

GMGEX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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