GPSTX Mutual Fund

GPSTX Mutual Fund

NAV$22.34
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Returns Overview

1 Month
-1.56%
3 Months
-0.59%
6 Months
+14.76%
YTD
+10.36%
1 Year
+14.10%
3 Years (annualized)
+19.20%
5 Years (annualized)
+9.37%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPSTX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+10.36%
Peer Avg (YTD)
+8.68%
vs Peers
+1.68%

GPSTX Mutual Fund Performance

GPSTX performance across multiple time periods: 1-month -1.56%, YTD 10.36%, 1-year 14.10%, 3-year 19.20%, 5-year 9.37%, 10-year 11.70%.

GPSTX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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