GSATX Mutual Fund

GSATX Mutual Fund

NAV$43.19
See how much of GSATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.54%
3 Months
+6.37%
6 Months
+15.00%
YTD
+22.29%
1 Year
+42.18%
3 Years (annualized)
+17.39%
5 Years (annualized)
+10.82%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSATX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.29%
Peer Avg (YTD)
+15.31%
vs Peers
+6.98%

GSATX Mutual Fund Performance

GSATX performance across multiple time periods: 1-month -0.54%, YTD 22.29%, 1-year 42.18%, 3-year 17.39%, 5-year 10.82%, 10-year 11.03%.

GSATX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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