GSMSX Mutual Fund

NAV$39.38

Returns Overview

1 Month
+3.73%
3 Months
+13.50%
6 Months
+15.63%
YTD
+14.21%
1 Year
+23.73%
3 Years (annualized)
+16.24%
5 Years (annualized)
+10.46%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMSX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.21%
Peer Avg (YTD)
+10.82%
vs Peers
+3.40%

GSMSX Mutual Fund Performance

GSMSX performance across multiple time periods: 1-month 3.73%, YTD 14.21%, 1-year 23.73%, 3-year 16.24%, 5-year 10.46%, 10-year 11.35%.

GSMSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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