GSGRX Mutual Fund

GSGRX Mutual Fund

NAV$55.98
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Returns Overview

1 Month
-2.49%
3 Months
+3.10%
6 Months
+13.58%
YTD
+16.63%
1 Year
+19.47%
3 Years (annualized)
+20.06%
5 Years (annualized)
+12.15%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSGRX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.63%
Peer Avg (YTD)
+10.00%
vs Peers
+6.64%

GSGRX Mutual Fund Performance

GSGRX performance across multiple time periods: 1-month -2.49%, YTD 16.63%, 1-year 19.47%, 3-year 20.06%, 5-year 12.15%, 10-year 11.39%.

GSGRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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