GSMQX Mutual Fund

NAV$19.79

Returns Overview

1 Month
+7.06%
3 Months
+25.42%
6 Months
+24.52%
YTD
+22.84%
1 Year
+32.26%
3 Years (annualized)
+13.29%
5 Years (annualized)
+5.65%
10 Years (annualized)
+15.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMQX 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)
+22.84%
Peer Avg (YTD)
+10.82%
vs Peers
+12.03%

GSMQX Mutual Fund Performance

GSMQX performance across multiple time periods: 1-month 7.06%, YTD 22.84%, 1-year 32.26%, 3-year 13.29%, 5-year 5.65%, 10-year 15.19%.

GSMQX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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