GMIMX Mutual Fund

NAV$10.71

Returns Overview

1 Month
+0.19%
3 Months
+6.61%
6 Months
+5.94%
YTD
+5.62%
1 Year
+12.19%
3 Years (annualized)
+9.86%
5 Years (annualized)
+4.51%
10 Years (annualized)
+6.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMIMX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+4.14%
vs Peers
+1.48%

GMIMX Mutual Fund Performance

GMIMX performance across multiple time periods: 1-month 0.19%, YTD 5.62%, 1-year 12.19%, 3-year 9.86%, 5-year 4.51%, 10-year 6.11%.

GMIMX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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