GSMTX Mutual Fund

GSMTX Mutual Fund

NAV$15.17
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Returns Overview

1 Month
+0.83%
3 Months
+2.35%
6 Months
+2.51%
YTD
+2.44%
1 Year
+6.40%
3 Years (annualized)
+4.42%
5 Years (annualized)
+1.42%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMTX 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
Bloomberg Municipal Bond 1-10 Year Blend Index
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+1.79%
vs Peers
+0.66%

GSMTX Mutual Fund Performance

GSMTX performance across multiple time periods: 1-month 0.83%, YTD 2.44%, 1-year 6.40%, 3-year 4.42%, 5-year 1.42%, 10-year 2.68%.

GSMTX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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