GMXPX Mutual Fund

NAV$29.68
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Returns Overview

1 Month
+2.50%
3 Months
+12.89%
6 Months
+13.23%
YTD
+12.19%
1 Year
+25.10%
3 Years (annualized)
+22.11%
5 Years (annualized)
+13.75%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.19%
Peer Avg (YTD)
+9.49%
vs Peers
+2.70%

GMXPX Mutual Fund Performance

GMXPX performance across multiple time periods: 1-month 2.50%, YTD 12.19%, 1-year 25.10%, 3-year 22.11%, 5-year 13.75%.

GMXPX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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