GSMHX Mutual Fund

GSMHX Mutual Fund

NAV$24.16
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Returns Overview

1 Month
+0.08%
3 Months
+0.08%
6 Months
+0.08%
YTD
+0.08%
1 Year
+4.23%
3 Years (annualized)
+2.75%
5 Years (annualized)
+1.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

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

GSMHX Mutual Fund Performance

GSMHX performance across multiple time periods: 1-month 0.08%, YTD 0.08%, 1-year 4.23%, 3-year 2.75%, 5-year 1.27%.

GSMHX returns trail the peer average of 3.72% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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