GMNAX Mutual Fund

GMNAX Mutual Fund

NAV$13.56
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Returns Overview

1 Month
-0.91%
3 Months
-3.98%
6 Months
+14.70%
YTD
+16.96%
1 Year
+19.03%
3 Years (annualized)
+16.09%
5 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMNAX 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
S&P Developed Small Cap Index(^SBERWDU)
This Mutual Fund (YTD)
+16.96%
Peer Avg (YTD)
+10.34%
vs Peers
+6.62%

GMNAX Mutual Fund Performance

GMNAX performance across multiple time periods: 1-month -0.91%, YTD 16.96%, 1-year 19.03%, 3-year 16.09%, 5-year 10.44%.

GMNAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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