GDSRX Mutual Fund

GDSRX Mutual Fund

NAV$30.45
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Returns Overview

1 Month
-4.42%
3 Months
-5.16%
6 Months
+15.66%
YTD
+17.44%
1 Year
+21.21%
3 Years (annualized)
+21.52%
5 Years (annualized)
+9.93%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDSRX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.44%
Peer Avg (YTD)
+10.34%
vs Peers
+7.10%

GDSRX Mutual Fund Performance

GDSRX performance across multiple time periods: 1-month -4.42%, YTD 17.44%, 1-year 21.21%, 3-year 21.52%, 5-year 9.93%, 10-year 11.19%.

GDSRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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