GSMQX Mutual Fund

GSMQX Mutual Fund

NAV$18.70
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Returns Overview

1 Month
-3.04%
3 Months
-10.04%
6 Months
+12.83%
YTD
+10.51%
1 Year
+15.87%
3 Years (annualized)
+11.24%
5 Years (annualized)
+0.40%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMQX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+10.51%
Peer Avg (YTD)
+6.72%
vs Peers
+3.79%

GSMQX Mutual Fund Performance

GSMQX performance across multiple time periods: 1-month -3.04%, YTD 10.51%, 1-year 15.87%, 3-year 11.24%, 5-year 0.40%, 10-year 10.79%.

GSMQX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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