GMMRX Mutual Fund

GMMRX Mutual Fund

NAV$10.52
See how much of GMMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.48%
3 Months
+1.59%
6 Months
+3.41%
YTD
+4.76%
1 Year
+10.79%
3 Years (annualized)
+8.52%
5 Years (annualized)
+3.62%
10 Years (annualized)
+5.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMMRX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+4.76%
Peer Avg (YTD)
+3.39%
vs Peers
+1.37%

GMMRX Mutual Fund Performance

GMMRX performance across multiple time periods: 1-month -0.48%, YTD 4.76%, 1-year 10.79%, 3-year 8.52%, 5-year 3.62%, 10-year 5.20%.

GMMRX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

GMMRX vs another fund shows side-by-side returns. GMMRX alternatives are available in the Mutual Fund Screener.