GSMQX Mutual Fund

GSMQX Mutual Fund

NAV$20.02
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Returns Overview

1 Month
-9.08%
3 Months
+2.09%
6 Months
+9.94%
YTD
+13.21%
1 Year
+19.31%
3 Years (annualized)
+9.08%
5 Years (annualized)
+0.70%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMQX 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)
+13.21%
Peer Avg (YTD)
+9.54%
vs Peers
+3.67%

GSMQX Mutual Fund Performance

GSMQX performance across multiple time periods: 1-month -9.08%, YTD 13.21%, 1-year 19.31%, 3-year 9.08%, 5-year 0.70%, 10-year 10.47%.

GSMQX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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