GMSRX Mutual Fund

GMSRX Mutual Fund

NAV$14.04
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Returns Overview

1 Month
+0.95%
3 Months
+1.39%
6 Months
+12.51%
YTD
+19.37%
1 Year
+25.48%
3 Years (annualized)
+16.43%
5 Years (annualized)
+5.93%
10 Years (annualized)
+9.60%

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)
+19.37%
Peer Avg (YTD)
+15.20%
vs Peers
+4.17%

GMSRX Mutual Fund Performance

GMSRX performance across multiple time periods: 1-month 0.95%, YTD 19.37%, 1-year 25.48%, 3-year 16.43%, 5-year 5.93%, 10-year 9.60%.

GMSRX returns outperform the peer average of 15.20% 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.