GSBGX Mutual Fund

GSBGX Mutual Fund

NAV$23.97
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Returns Overview

1 Month
-3.92%
3 Months
-8.97%
6 Months
+1.82%
YTD
+4.26%
1 Year
+6.63%
3 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSBGX 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
S&P SmallCap 600 Index
This Mutual Fund (YTD)
+4.26%
Peer Avg (YTD)
+10.34%
vs Peers
-6.09%

GSBGX Mutual Fund Performance

GSBGX performance across multiple time periods: 1-month -3.92%, YTD 4.26%, 1-year 6.63%, 3-year 3.75%.

GSBGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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