GSMAX Mutual Fund

GSMAX Mutual Fund

NAV$22.26
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Returns Overview

1 Month
+7.03%
3 Months
+25.46%
6 Months
+24.63%
YTD
+22.87%
1 Year
+32.50%
3 Years (annualized)
+13.32%
5 Years (annualized)
+5.61%
10 Years (annualized)
+20.02%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+22.87%
Peer Avg (YTD)
+10.82%
vs Peers
+12.06%

GSMAX Mutual Fund Performance

GSMAX performance across multiple time periods: 1-month 7.03%, YTD 22.87%, 1-year 32.50%, 3-year 13.32%, 5-year 5.61%, 10-year 20.02%.

GSMAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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