GSMTX Mutual Fund

GSMTX Mutual Fund

NAV$14.52
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Returns Overview

1 Month
-3.61%
3 Months
-4.94%
6 Months
-2.71%
YTD
-2.62%
1 Year
-1.29%
3 Years (annualized)
+4.10%
5 Years (annualized)
+1.06%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSMTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 1-10 Year Blend Index
This Mutual Fund (YTD)
-2.62%
Peer Avg (YTD)
-3.84%
vs Peers
+1.22%

GSMTX Mutual Fund Performance

GSMTX performance across multiple time periods: 1-month -3.61%, YTD -2.62%, 1-year -1.29%, 3-year 4.10%, 5-year 1.06%, 10-year 2.48%.

GSMTX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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