GSMAX Mutual Fund

GSMAX Mutual Fund

NAV$21.70
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Returns Overview

1 Month
-9.04%
3 Months
+2.13%
6 Months
+10.03%
YTD
+13.36%
1 Year
+19.51%
3 Years (annualized)
+9.13%
5 Years (annualized)
+0.88%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMAX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+13.36%
Peer Avg (YTD)
+9.54%
vs Peers
+3.82%

GSMAX Mutual Fund Performance

GSMAX performance across multiple time periods: 1-month -9.04%, YTD 13.36%, 1-year 19.51%, 3-year 9.13%, 5-year 0.88%, 10-year 10.66%.

GSMAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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