GSBAX Mutual Fund

NAV$20.17

Returns Overview

1 Month
+8.44%
3 Months
+29.17%
6 Months
+30.47%
YTD
+28.93%
1 Year
+40.20%
3 Years (annualized)
+20.78%
5 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSBAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+28.93%
Peer Avg (YTD)
+18.52%
vs Peers
+10.40%

GSBAX Mutual Fund Performance

GSBAX performance across multiple time periods: 1-month 8.44%, YTD 28.93%, 1-year 40.20%, 3-year 20.78%, 5-year 9.19%.

GSBAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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