GDSRX Mutual Fund

GDSRX Mutual Fund

NAV$30.83
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Returns Overview

1 Month
+1.02%
3 Months
-1.16%
6 Months
+3.77%
YTD
+18.64%
1 Year
+21.53%
3 Years (annualized)
+24.94%
5 Years (annualized)
+8.80%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDSRX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.64%
Peer Avg (YTD)
+12.21%
vs Peers
+6.43%

GDSRX Mutual Fund Performance

GDSRX performance across multiple time periods: 1-month 1.02%, YTD 18.64%, 1-year 21.53%, 3-year 24.94%, 5-year 8.80%, 10-year 11.17%.

GDSRX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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