GMXIX Mutual Fund

GMXIX Mutual Fund

NAV$17.41
See how much of GMXIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.88%
3 Months
-2.34%
6 Months
+1.16%
YTD
+11.80%
1 Year
+14.16%
3 Years (annualized)
+17.12%
5 Years (annualized)
+6.95%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMXIX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+11.80%
Peer Avg (YTD)
+10.76%
vs Peers
+1.04%

GMXIX Mutual Fund Performance

GMXIX performance across multiple time periods: 1-month 1.88%, YTD 11.80%, 1-year 14.16%, 3-year 17.12%, 5-year 6.95%, 10-year 10.68%.

GMXIX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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