GSESX Mutual Fund

GSESX Mutual Fund

NAV$69.89
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Returns Overview

1 Month
-0.69%
3 Months
+2.13%
6 Months
+15.63%
YTD
+8.38%
1 Year
+11.78%
3 Years (annualized)
+24.97%
5 Years (annualized)
+13.55%
10 Years (annualized)
+15.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSESX 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)
+8.38%
Peer Avg (YTD)
+9.98%
vs Peers
-1.61%

GSESX Mutual Fund Performance

GSESX performance across multiple time periods: 1-month -0.69%, YTD 8.38%, 1-year 11.78%, 3-year 24.97%, 5-year 13.55%, 10-year 15.20%.

GSESX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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