GMMRX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
+0.13%
3 Months
+6.33%
6 Months
+5.58%
YTD
+5.26%
1 Year
+11.43%
3 Years (annualized)
+9.11%
5 Years (annualized)
+3.83%
10 Years (annualized)
+5.32%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+5.26%
Peer Avg (YTD)
+4.14%
vs Peers
+1.12%

GMMRX Mutual Fund Performance

GMMRX performance across multiple time periods: 1-month 0.13%, YTD 5.26%, 1-year 11.43%, 3-year 9.11%, 5-year 3.83%, 10-year 5.32%.

GMMRX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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