GSEPX Mutual Fund

GSEPX Mutual Fund

NAV$73.72
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Returns Overview

1 Month
-1.34%
3 Months
-0.26%
6 Months
+3.79%
YTD
+7.33%
1 Year
+8.24%
3 Years (annualized)
+21.91%
5 Years (annualized)
+10.56%
10 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSEPX 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 500 Index(SPX)
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+9.28%
vs Peers
-1.95%

GSEPX Mutual Fund Performance

GSEPX performance across multiple time periods: 1-month -1.34%, YTD 7.33%, 1-year 8.24%, 3-year 21.91%, 5-year 10.56%, 10-year 14.01%.

GSEPX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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