GMSRX Mutual Fund

GMSRX Mutual Fund

NAV$14.30
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Returns Overview

1 Month
+0.50%
3 Months
-3.94%
6 Months
+0.59%
YTD
+12.32%
1 Year
+13.85%
3 Years (annualized)
+19.66%
5 Years (annualized)
+4.66%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMSRX 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)
+12.32%
Peer Avg (YTD)
+12.21%
vs Peers
+0.11%

GMSRX Mutual Fund Performance

GMSRX performance across multiple time periods: 1-month 0.50%, YTD 12.32%, 1-year 13.85%, 3-year 19.66%, 5-year 4.66%, 10-year 9.48%.

GMSRX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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