GSBDX Mutual Fund

NAV$20.82

Returns Overview

1 Month
+8.49%
3 Months
+29.42%
6 Months
+30.98%
YTD
+29.42%
1 Year
+41.29%
3 Years (annualized)
+21.66%
5 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSBDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+29.42%
Peer Avg (YTD)
+18.52%
vs Peers
+10.90%

GSBDX Mutual Fund Performance

GSBDX performance across multiple time periods: 1-month 8.49%, YTD 29.42%, 1-year 41.29%, 3-year 21.66%, 5-year 9.99%.

GSBDX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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