GMXRX Mutual Fund

GMXRX Mutual Fund

NAV$15.95
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Returns Overview

1 Month
+0.06%
3 Months
+1.08%
6 Months
+5.40%
YTD
+14.05%
1 Year
+16.11%
3 Years (annualized)
+13.01%
5 Years (annualized)
+7.04%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMXRX 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)
+14.05%
Peer Avg (YTD)
+9.89%
vs Peers
+4.16%

GMXRX Mutual Fund Performance

GMXRX performance across multiple time periods: 1-month 0.06%, YTD 14.05%, 1-year 16.11%, 3-year 13.01%, 5-year 7.04%, 10-year 9.80%.

GMXRX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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