GMXIX Mutual Fund

GMXIX Mutual Fund

NAV$17.88
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Returns Overview

1 Month
-2.31%
3 Months
+3.58%
6 Months
+10.04%
YTD
+14.49%
1 Year
+20.72%
3 Years (annualized)
+12.68%
5 Years (annualized)
+8.21%
10 Years (annualized)
+10.61%

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)
+14.49%
Peer Avg (YTD)
+9.54%
vs Peers
+4.95%

GMXIX Mutual Fund Performance

GMXIX performance across multiple time periods: 1-month -2.31%, YTD 14.49%, 1-year 20.72%, 3-year 12.68%, 5-year 8.21%, 10-year 10.61%.

GMXIX returns outperform the peer average of 9.54% 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.