GFSIX Mutual Fund

GFSIX Mutual Fund

NAV$22.97
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Returns Overview

1 Month
-3.88%
3 Months
+3.13%
6 Months
+13.01%
YTD
+9.49%
1 Year
+19.34%
3 Years (annualized)
+30.64%
5 Years (annualized)
+17.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFSIX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+7.91%
vs Peers
+1.58%

GFSIX Mutual Fund Performance

GFSIX performance across multiple time periods: 1-month -3.88%, YTD 9.49%, 1-year 19.34%, 3-year 30.64%, 5-year 17.99%.

GFSIX returns outperform the peer average of 7.91% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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