GMSEX Mutual Fund

GMSEX Mutual Fund

NAV$6.92
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Returns Overview

1 Month
-0.29%
3 Months
-6.89%
6 Months
-8.01%
YTD
+0.58%
1 Year
-9.34%
3 Years (annualized)
-4.26%
5 Years (annualized)
-1.78%
10 Years (annualized)
-0.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMSEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+0.00%
vs Peers
+0.58%

GMSEX Mutual Fund Performance

GMSEX performance across multiple time periods: 1-month -0.29%, YTD 0.58%, 1-year -9.34%, 3-year -4.26%, 5-year -1.78%, 10-year -0.55%.

GMSEX returns outperform the peer average of 0.00% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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