GMSMX Mutual Fund

GMSMX Mutual Fund

NAV$23.97
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Returns Overview

1 Month
-2.39%
3 Months
+7.14%
6 Months
+15.41%
YTD
+18.35%
1 Year
+27.94%
3 Years (annualized)
+14.39%
5 Years (annualized)
+7.55%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMSMX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.35%
Peer Avg (YTD)
+9.54%
vs Peers
+8.81%

GMSMX Mutual Fund Performance

GMSMX performance across multiple time periods: 1-month -2.39%, YTD 18.35%, 1-year 27.94%, 3-year 14.39%, 5-year 7.55%, 10-year 11.31%.

GMSMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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