GSRFX Mutual Fund

GSRFX Mutual Fund

NAV$13.20
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Returns Overview

1 Month
-3.55%
3 Months
-2.53%
6 Months
+9.67%
YTD
+9.44%
1 Year
+9.88%
3 Years (annualized)
+15.17%
5 Years (annualized)
+10.68%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSRFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+8.68%
vs Peers
+0.75%

GSRFX Mutual Fund Performance

GSRFX performance across multiple time periods: 1-month -3.55%, YTD 9.44%, 1-year 9.88%, 3-year 15.17%, 5-year 10.68%, 10-year 11.39%.

GSRFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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