GMXIX Mutual Fund

GMXIX Mutual Fund

NAV$17.25
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Returns Overview

1 Month
+0.11%
3 Months
+1.28%
6 Months
+5.79%
YTD
+14.61%
1 Year
+16.98%
3 Years (annualized)
+11.81%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMXIX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+14.61%
Peer Avg (YTD)
+9.89%
vs Peers
+4.72%

GMXIX Mutual Fund Performance

GMXIX performance across multiple time periods: 1-month 0.11%, YTD 14.61%, 1-year 16.98%, 3-year 11.81%, 5-year 6.65%, 10-year 9.99%.

GMXIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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