GFSDX Mutual Fund

GFSDX Mutual Fund

NAV$40.42
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Returns Overview

1 Month
-3.32%
3 Months
-0.64%
6 Months
+6.04%
YTD
+8.85%
1 Year
+12.17%
3 Years (annualized)
+15.34%
5 Years (annualized)
+11.06%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFSDX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.85%
Peer Avg (YTD)
+10.00%
vs Peers
-1.14%

GFSDX Mutual Fund Performance

GFSDX performance across multiple time periods: 1-month -3.32%, YTD 8.85%, 1-year 12.17%, 3-year 15.34%, 5-year 11.06%, 10-year 12.62%.

GFSDX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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