GSMGX Mutual Fund

GSMGX Mutual Fund

NAV$13.09
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Returns Overview

1 Month
+2.02%
3 Months
-0.83%
6 Months
+7.81%
YTD
+15.09%
1 Year
+18.44%
3 Years (annualized)
+10.81%
5 Years (annualized)
+3.50%
10 Years (annualized)
+19.51%

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)
+15.09%
Peer Avg (YTD)
+9.89%
vs Peers
+5.20%

GSMGX Mutual Fund Performance

GSMGX performance across multiple time periods: 1-month 2.02%, YTD 15.09%, 1-year 18.44%, 3-year 10.81%, 5-year 3.50%, 10-year 19.51%.

GSMGX returns outperform the peer average of 9.89% 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.