GSMVX Mutual Fund

NAV$20.05

Returns Overview

1 Month
+4.84%
3 Months
+18.90%
6 Months
+22.40%
YTD
+20.52%
1 Year
+30.65%
3 Years (annualized)
+14.87%
5 Years (annualized)
+8.15%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMVX 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 Value Index(^R25IV)
This Mutual Fund (YTD)
+20.52%
Peer Avg (YTD)
+10.82%
vs Peers
+9.70%

GSMVX Mutual Fund Performance

GSMVX performance across multiple time periods: 1-month 4.84%, YTD 20.52%, 1-year 30.65%, 3-year 14.87%, 5-year 8.15%, 10-year 10.48%.

GSMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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