GSMQX Mutual Fund

GSMQX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
-2.44%
3 Months
-3.47%
6 Months
-1.45%
YTD
+7.81%
1 Year
+10.87%
3 Years (annualized)
+14.25%
5 Years (annualized)
-1.12%
10 Years (annualized)
+10.89%

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)
+7.81%
Peer Avg (YTD)
+8.01%
vs Peers
-0.20%

GSMQX Mutual Fund Performance

GSMQX performance across multiple time periods: 1-month -2.44%, YTD 7.81%, 1-year 10.87%, 3-year 14.25%, 5-year -1.12%, 10-year 10.89%.

GSMQX returns trail the peer average of 8.01% 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.