GMSRX Mutual Fund

NAV$15.08

Returns Overview

1 Month
+3.64%
3 Months
+21.14%
6 Months
+22.02%
YTD
+20.66%
1 Year
+39.56%
3 Years (annualized)
+17.50%
5 Years (annualized)
+6.04%
10 Years (annualized)
+10.66%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.66%
Peer Avg (YTD)
+18.52%
vs Peers
+2.14%

GMSRX Mutual Fund Performance

GMSRX performance across multiple time periods: 1-month 3.64%, YTD 20.66%, 1-year 39.56%, 3-year 17.50%, 5-year 6.04%, 10-year 10.66%.

GMSRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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