GMMRX Mutual Fund

GMMRX Mutual Fund

NAV$10.35
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Returns Overview

1 Month
-2.11%
3 Months
-1.36%
6 Months
+4.88%
YTD
+3.83%
1 Year
+6.04%
3 Years (annualized)
+9.39%
5 Years (annualized)
+3.65%
10 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMMRX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+2.46%
vs Peers
+1.37%

GMMRX Mutual Fund Performance

GMMRX performance across multiple time periods: 1-month -2.11%, YTD 3.83%, 1-year 6.04%, 3-year 9.39%, 5-year 3.65%, 10-year 5.21%.

GMMRX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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