GSMFX Mutual Fund

GSMFX Mutual Fund

NAV$24.29

Returns Overview

1 Month
+0.08%
3 Months
+0.08%
6 Months
+0.08%
YTD
+0.08%
1 Year
+4.20%
3 Years (annualized)
+2.68%
5 Years (annualized)
+1.19%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMFX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+3.72%
vs Peers
-3.64%

GSMFX Mutual Fund Performance

GSMFX performance across multiple time periods: 1-month 0.08%, YTD 0.08%, 1-year 4.20%, 3-year 2.68%, 5-year 1.19%, 10-year 1.94%.

GSMFX returns trail the peer average of 3.72% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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