GSMGX Mutual Fund

NAV$13.50

Returns Overview

1 Month
+6.95%
3 Months
+25.22%
6 Months
+24.12%
YTD
+22.51%
1 Year
+31.51%
3 Years (annualized)
+12.68%
5 Years (annualized)
+5.81%
10 Years (annualized)
+20.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+22.51%
Peer Avg (YTD)
+10.82%
vs Peers
+11.70%

GSMGX Mutual Fund Performance

GSMGX performance across multiple time periods: 1-month 6.95%, YTD 22.51%, 1-year 31.51%, 3-year 12.68%, 5-year 5.81%, 10-year 20.85%.

GSMGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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