GSIIX Mutual Fund

GSIIX Mutual Fund

NAV$57.51
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Returns Overview

1 Month
-2.48%
3 Months
+3.19%
6 Months
+13.75%
YTD
+16.90%
1 Year
+19.81%
3 Years (annualized)
+18.89%
5 Years (annualized)
+11.63%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSIIX 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)
+16.90%
Peer Avg (YTD)
+10.00%
vs Peers
+6.91%

GSIIX Mutual Fund Performance

GSIIX performance across multiple time periods: 1-month -2.48%, YTD 16.90%, 1-year 19.81%, 3-year 18.89%, 5-year 11.63%, 10-year 11.23%.

GSIIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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