GSMCX Mutual Fund

GSMCX Mutual Fund

NAV$41.69
See how much of GSMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.11%
3 Months
+6.40%
6 Months
+12.83%
YTD
+17.21%
1 Year
+22.63%
3 Years (annualized)
+13.73%
5 Years (annualized)
+9.88%
10 Years (annualized)
+11.00%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+17.21%
Peer Avg (YTD)
+9.54%
vs Peers
+7.67%

GSMCX Mutual Fund Performance

GSMCX performance across multiple time periods: 1-month 1.11%, YTD 17.21%, 1-year 22.63%, 3-year 13.73%, 5-year 9.88%, 10-year 11.00%.

GSMCX returns outperform the peer average of 9.54% 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.