GSATX Mutual Fund

GSATX Mutual Fund

NAV$41.76
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Returns Overview

1 Month
-4.15%
3 Months
-3.70%
6 Months
+12.86%
YTD
+18.41%
1 Year
+23.52%
3 Years (annualized)
+19.65%
5 Years (annualized)
+9.80%
10 Years (annualized)
+10.31%

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)
+18.41%
Peer Avg (YTD)
+10.34%
vs Peers
+8.07%

GSATX Mutual Fund Performance

GSATX performance across multiple time periods: 1-month -4.15%, YTD 18.41%, 1-year 23.52%, 3-year 19.65%, 5-year 9.80%, 10-year 10.31%.

GSATX returns outperform the peer average of 10.34% 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.