GMXPX Mutual Fund

GMXPX Mutual Fund

NAV$29.51
See how much of GMXPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.94%
3 Months
+8.62%
6 Months
+12.47%
YTD
+17.70%
1 Year
+30.58%
3 Years (annualized)
+17.75%
5 Years (annualized)
+11.99%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMXPX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.70%
Peer Avg (YTD)
+11.41%
vs Peers
+6.29%

GMXPX Mutual Fund Performance

GMXPX performance across multiple time periods: 1-month 3.94%, YTD 17.70%, 1-year 30.58%, 3-year 17.75%, 5-year 11.99%, 10-year 11.74%.

GMXPX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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