GSBEX Mutual Fund

GSBEX Mutual Fund

NAV$21.33
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Returns Overview

1 Month
-7.74%
3 Months
+4.86%
6 Months
+17.14%
YTD
+20.94%
1 Year
+30.41%
3 Years (annualized)
+18.04%
5 Years (annualized)
+6.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSBEX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.94%
Peer Avg (YTD)
+15.31%
vs Peers
+5.63%

GSBEX Mutual Fund Performance

GSBEX performance across multiple time periods: 1-month -7.74%, YTD 20.94%, 1-year 30.41%, 3-year 18.04%, 5-year 6.77%.

GSBEX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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