GSEQX Mutual Fund

GSEQX Mutual Fund

NAV$14.33
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Returns Overview

1 Month
-0.97%
3 Months
+0.56%
6 Months
+10.99%
YTD
+10.99%
1 Year
+21.97%
3 Years (annualized)
+18.11%
5 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSEQX 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
MSCI All Country World Index IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+10.99%
Peer Avg (YTD)
+7.86%
vs Peers
+3.13%

GSEQX Mutual Fund Performance

GSEQX performance across multiple time periods: 1-month -0.97%, YTD 10.99%, 1-year 21.97%, 3-year 18.11%, 5-year 9.70%.

GSEQX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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