GSBGX Mutual Fund

GSBGX Mutual Fund

NAV$25.47
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Returns Overview

1 Month
-4.88%
3 Months
+0.81%
6 Months
+3.06%
YTD
+10.33%
1 Year
+12.68%
3 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSBGX 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
S&P SmallCap 600 Index
This Mutual Fund (YTD)
+10.33%
Peer Avg (YTD)
+15.31%
vs Peers
-4.98%

GSBGX Mutual Fund Performance

GSBGX performance across multiple time periods: 1-month -4.88%, YTD 10.33%, 1-year 12.68%, 3-year 7.53%.

GSBGX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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