GSATX Mutual Fund

GSATX Mutual Fund

NAV$41.06
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Returns Overview

1 Month
+1.02%
3 Months
+5.10%
6 Months
+12.59%
YTD
+23.54%
1 Year
+30.95%
3 Years (annualized)
+26.38%
5 Years (annualized)
+14.06%
10 Years (annualized)
+12.74%

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
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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 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.54%
Peer Avg (YTD)
+15.20%
vs Peers
+8.34%

GSATX Mutual Fund Performance

GSATX performance across multiple time periods: 1-month 1.02%, YTD 23.54%, 1-year 30.95%, 3-year 26.38%, 5-year 14.06%, 10-year 12.74%.

GSATX returns outperform the peer average of 15.20% 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.