GSMEX Mutual Fund

GSMEX Mutual Fund

NAV$14.45
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Returns Overview

1 Month
-0.04%
3 Months
-0.68%
6 Months
-1.12%
YTD
+0.77%
1 Year
+4.20%
3 Years (annualized)
+3.61%
5 Years (annualized)
+0.57%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 1-10 Year Blend Index
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+0.15%
vs Peers
+0.62%

GSMEX Mutual Fund Performance

GSMEX performance across multiple time periods: 1-month -0.04%, YTD 0.77%, 1-year 4.20%, 3-year 3.61%, 5-year 0.57%, 10-year 1.97%.

GSMEX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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