GMXRX Mutual Fund

NAV$17.06

Returns Overview

1 Month
+3.53%
3 Months
+14.14%
6 Months
+16.82%
YTD
+15.23%
1 Year
+24.74%
3 Years (annualized)
+14.27%
5 Years (annualized)
+8.00%
10 Years (annualized)
+10.47%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.23%
Peer Avg (YTD)
+10.82%
vs Peers
+4.41%

GMXRX Mutual Fund Performance

GMXRX performance across multiple time periods: 1-month 3.53%, YTD 15.23%, 1-year 24.74%, 3-year 14.27%, 5-year 8.00%, 10-year 10.47%.

GMXRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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