GMRTX Mutual Fund

NAV$13.14

Returns Overview

1 Month
+5.46%
3 Months
+3.55%
6 Months
-2.48%
YTD
+13.57%
1 Year
+2.65%
3 Years (annualized)
+12.67%
5 Years (annualized)
+8.46%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMRTX 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
S&P Composite 1500 Index

GMRTX Mutual Fund Performance

GMRTX performance across multiple time periods: 1-month 5.46%, YTD 13.57%, 1-year 2.65%, 3-year 12.67%, 5-year 8.46%, 10-year 14.06%.

GMRTX returns can be compared against peers and benchmarks. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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