GDSRX Mutual Fund

GDSRX Mutual Fund

NAV$30.95
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Returns Overview

1 Month
-3.08%
3 Months
+4.98%
6 Months
+14.51%
YTD
+20.02%
1 Year
+38.62%
3 Years (annualized)
+18.82%
5 Years (annualized)
+10.24%
10 Years (annualized)
+11.08%

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)
+20.02%
Peer Avg (YTD)
+15.31%
vs Peers
+4.71%

GDSRX Mutual Fund Performance

GDSRX performance across multiple time periods: 1-month -3.08%, YTD 20.02%, 1-year 38.62%, 3-year 18.82%, 5-year 10.24%, 10-year 11.08%.

GDSRX returns outperform the peer average of 15.31% 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.