GFSIX Mutual Fund

NAV$24.21

Returns Overview

1 Month
+1.63%
3 Months
+9.58%
6 Months
+6.87%
YTD
+6.17%
1 Year
+25.77%
3 Years (annualized)
+27.95%
5 Years (annualized)
+17.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFSIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.17%
Peer Avg (YTD)
+8.61%
vs Peers
-2.44%

GFSIX Mutual Fund Performance

GFSIX performance across multiple time periods: 1-month 1.63%, YTD 6.17%, 1-year 25.77%, 3-year 27.95%, 5-year 17.37%.

GFSIX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

GFSIX performance comparison shows side-by-side returns with another fund. GFSIX alternatives are available in the Mutual Fund Screener.