GMIAX Mutual Fund

GMIAX Mutual Fund

NAV$10.83
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Returns Overview

1 Month
+0.22%
3 Months
+11.02%
6 Months
+10.47%
YTD
+9.79%
1 Year
+20.41%
3 Years (annualized)
+15.62%
5 Years (annualized)
+7.96%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMIAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderately Aggressive Target Risk Index(^MSAAMMAR)
This Mutual Fund (YTD)
+9.79%
Peer Avg (YTD)
+5.87%
vs Peers
+3.92%

GMIAX Mutual Fund Performance

GMIAX performance across multiple time periods: 1-month 0.22%, YTD 9.79%, 1-year 20.41%, 3-year 15.62%, 5-year 7.96%, 10-year 10.18%.

GMIAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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