GMHPX Mutual Fund

GMHPX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
+3.15%
3 Months
+12.41%
6 Months
+13.22%
YTD
+12.17%
1 Year
+16.96%
3 Years (annualized)
+14.95%
5 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMHPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+8.97%
vs Peers
+3.20%

GMHPX Mutual Fund Performance

GMHPX performance across multiple time periods: 1-month 3.15%, YTD 12.17%, 1-year 16.96%, 3-year 14.95%, 5-year 10.67%.

GMHPX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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