GNSRX Mutual Fund

GNSRX Mutual Fund

NAV$38.30
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Returns Overview

1 Month
+0.82%
3 Months
-6.31%
6 Months
+0.66%
YTD
+14.52%
1 Year
+17.68%
3 Years (annualized)
+20.25%
5 Years (annualized)
+3.58%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GNSRX 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)
+14.52%
Peer Avg (YTD)
+12.21%
vs Peers
+2.31%

GNSRX Mutual Fund Performance

GNSRX performance across multiple time periods: 1-month 0.82%, YTD 14.52%, 1-year 17.68%, 3-year 20.25%, 5-year 3.58%, 10-year 10.23%.

GNSRX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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