GSMSX Mutual Fund

GSMSX Mutual Fund

NAV$37.06
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Returns Overview

1 Month
-0.44%
3 Months
+4.38%
6 Months
+7.07%
YTD
+16.36%
1 Year
+18.89%
3 Years (annualized)
+14.82%
5 Years (annualized)
+8.66%
10 Years (annualized)
+10.47%

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
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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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+16.36%
Peer Avg (YTD)
+9.89%
vs Peers
+6.47%

GSMSX Mutual Fund Performance

GSMSX performance across multiple time periods: 1-month -0.44%, YTD 16.36%, 1-year 18.89%, 3-year 14.82%, 5-year 8.66%, 10-year 10.47%.

GSMSX returns outperform the peer average of 9.89% 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.