GMSMX Mutual Fund

GMSMX Mutual Fund

NAV$23.45
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Returns Overview

1 Month
+1.87%
3 Months
-1.26%
6 Months
+5.78%
YTD
+16.86%
1 Year
+20.74%
3 Years (annualized)
+19.57%
5 Years (annualized)
+6.56%
10 Years (annualized)
+11.51%

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)
+16.86%
Peer Avg (YTD)
+8.01%
vs Peers
+8.85%

GMSMX Mutual Fund Performance

GMSMX performance across multiple time periods: 1-month 1.87%, YTD 16.86%, 1-year 20.74%, 3-year 19.57%, 5-year 6.56%, 10-year 11.51%.

GMSMX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.15%, 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.