GSMCX Mutual Fund

GSMCX Mutual Fund

NAV$40.11
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Returns Overview

1 Month
-0.39%
3 Months
+4.52%
6 Months
+7.35%
YTD
+16.76%
1 Year
+19.47%
3 Years (annualized)
+15.41%
5 Years (annualized)
+9.20%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMCX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+16.76%
Peer Avg (YTD)
+9.89%
vs Peers
+6.87%

GSMCX Mutual Fund Performance

GSMCX performance across multiple time periods: 1-month -0.39%, YTD 16.76%, 1-year 19.47%, 3-year 15.41%, 5-year 9.20%, 10-year 11.02%.

GSMCX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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