GMSWX Mutual Fund

GMSWX Mutual Fund

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Returns Overview

1 Month
+2.58%
3 Months
+3.41%
6 Months
+5.09%
YTD
+9.21%
1 Year
+16.87%
3 Years (annualized)
+0.87%
5 Years (annualized)
+4.16%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMSWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+4.75%
vs Peers
+4.46%

GMSWX Mutual Fund Performance

GMSWX performance across multiple time periods: 1-month 2.58%, YTD 9.21%, 1-year 16.87%, 3-year 0.87%, 5-year 4.16%, 10-year 2.89%.

GMSWX returns outperform the peer average of 4.75% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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