GSURX Mutual Fund

GSURX Mutual Fund

NAV$68.44
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Returns Overview

1 Month
-0.71%
3 Months
+2.12%
6 Months
+15.57%
YTD
+8.29%
1 Year
+11.67%
3 Years (annualized)
+24.90%
5 Years (annualized)
+13.46%
10 Years (annualized)
+15.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSURX 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)
+8.29%
Peer Avg (YTD)
+9.98%
vs Peers
-1.69%

GSURX Mutual Fund Performance

GSURX performance across multiple time periods: 1-month -0.71%, YTD 8.29%, 1-year 11.67%, 3-year 24.90%, 5-year 13.46%, 10-year 15.08%.

GSURX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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