GSBGX Mutual Fund

GSBGX Mutual Fund

NAV$24.02
See how much of GSBGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.40%
3 Months
-0.28%
6 Months
+0.06%
YTD
+9.89%
1 Year
+11.08%
3 Years (annualized)
+3.75%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P SmallCap 600 Index
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+15.20%
vs Peers
-5.31%

GSBGX Mutual Fund Performance

GSBGX performance across multiple time periods: 1-month -0.40%, YTD 9.89%, 1-year 11.08%, 3-year 3.75%.

GSBGX returns trail the peer average of 15.20% 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.