GMIAX Mutual Fund

GMIAX Mutual Fund

NAV$10.42
See how much of GMIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.85%
3 Months
-0.77%
6 Months
+2.65%
YTD
+8.95%
1 Year
+11.57%
3 Years (annualized)
+17.77%
5 Years (annualized)
+7.15%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMIAX 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
Morningstar Moderately Aggressive Target Risk Index(^MSAAMMAR)
This Mutual Fund (YTD)
+8.95%
Peer Avg (YTD)
+5.92%
vs Peers
+3.02%

GMIAX Mutual Fund Performance

GMIAX performance across multiple time periods: 1-month -0.85%, YTD 8.95%, 1-year 11.57%, 3-year 17.77%, 5-year 7.15%, 10-year 9.85%.

GMIAX returns outperform the peer average of 5.92% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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