GBMSX Mutual Fund

GBMSX Mutual Fund

NAV$34.14
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Returns Overview

1 Month
-1.51%
3 Months
+2.89%
6 Months
+6.53%
YTD
+11.81%
1 Year
+19.47%
3 Years (annualized)
+13.85%
5 Years (annualized)
+8.81%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBMSX 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
Consumer Price Index(^CPI)
This Mutual Fund (YTD)
+11.81%
Peer Avg (YTD)
+4.96%
vs Peers
+6.84%

GBMSX Mutual Fund Performance

GBMSX performance across multiple time periods: 1-month -1.51%, YTD 11.81%, 1-year 19.47%, 3-year 13.85%, 5-year 8.81%, 10-year 6.78%.

GBMSX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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