GMHYX Mutual Fund

GMHYX Mutual Fund

NAV$13.07

Returns Overview

3 Months
+9.55%
6 Months
+7.80%
YTD
+7.53%
1 Year
+16.12%
3 Years (annualized)
+13.21%
5 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMHYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+7.64%
vs Peers
-0.11%

GMHYX Mutual Fund Performance

GMHYX performance across multiple time periods: YTD 7.53%, 1-year 16.12%, 3-year 13.21%, 5-year 6.83%.

GMHYX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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