GMXPX Mutual Fund

GMXPX Mutual Fund

NAV$29.82
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Returns Overview

1 Month
+3.83%
3 Months
+1.18%
6 Months
+9.89%
YTD
+19.08%
1 Year
+23.64%
3 Years (annualized)
+21.92%
5 Years (annualized)
+11.44%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMXPX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.08%
Peer Avg (YTD)
+14.61%
vs Peers
+4.47%

GMXPX Mutual Fund Performance

GMXPX performance across multiple time periods: 1-month 3.83%, YTD 19.08%, 1-year 23.64%, 3-year 21.92%, 5-year 11.44%, 10-year 11.97%.

GMXPX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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