GSMGX Mutual Fund

GSMGX Mutual Fund

NAV$12.41
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Returns Overview

1 Month
-2.52%
3 Months
-3.58%
6 Months
-1.74%
YTD
+7.36%
1 Year
+10.24%
3 Years (annualized)
+13.63%
5 Years (annualized)
-1.67%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMGX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+8.01%
vs Peers
-0.65%

GSMGX Mutual Fund Performance

GSMGX performance across multiple time periods: 1-month -2.52%, YTD 7.36%, 1-year 10.24%, 3-year 13.63%, 5-year -1.67%, 10-year 10.26%.

GSMGX returns trail the peer average of 8.01% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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