GMXRX Mutual Fund

GMXRX Mutual Fund

NAV$16.17
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Returns Overview

1 Month
+1.84%
3 Months
-2.47%
6 Months
+0.80%
YTD
+11.17%
1 Year
+13.38%
3 Years (annualized)
+16.26%
5 Years (annualized)
+6.17%
10 Years (annualized)
+9.82%

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)
+11.17%
Peer Avg (YTD)
+10.76%
vs Peers
+0.41%

GMXRX Mutual Fund Performance

GMXRX performance across multiple time periods: 1-month 1.84%, YTD 11.17%, 1-year 13.38%, 3-year 16.26%, 5-year 6.17%, 10-year 9.82%.

GMXRX returns outperform the peer average of 10.76% 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.