GMNAX Mutual Fund

NAV$13.57

Returns Overview

1 Month
-2.72%
3 Months
+7.19%
6 Months
+12.99%
YTD
+18.21%
1 Year
+35.08%
3 Years (annualized)
+20.84%
5 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMNAX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Developed Small Cap Index(^SBERWDU)
This Mutual Fund (YTD)
+18.21%
Peer Avg (YTD)
+18.52%
vs Peers
-0.32%

GMNAX Mutual Fund Performance

GMNAX performance across multiple time periods: 1-month -2.72%, YTD 18.21%, 1-year 35.08%, 3-year 20.84%, 5-year 9.73%.

GMNAX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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