GSMSX Mutual Fund

GSMSX Mutual Fund

NAV$38.91
See how much of GSMSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.08%
3 Months
+6.29%
6 Months
+12.57%
YTD
+16.88%
1 Year
+22.05%
3 Years (annualized)
+13.18%
5 Years (annualized)
+9.34%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+16.88%
Peer Avg (YTD)
+9.54%
vs Peers
+7.34%

GSMSX Mutual Fund Performance

GSMSX performance across multiple time periods: 1-month 1.08%, YTD 16.88%, 1-year 22.05%, 3-year 13.18%, 5-year 9.34%, 10-year 11.03%.

GSMSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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