GSEQX Mutual Fund

GSEQX Mutual Fund

NAV$14.41
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Returns Overview

1 Month
-0.64%
3 Months
+9.66%
6 Months
+9.66%
YTD
+9.66%
1 Year
+20.52%
3 Years (annualized)
+16.88%
5 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSEQX 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
MSCI All Country World Index IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+9.66%
Peer Avg (YTD)
+8.67%
vs Peers
+1.00%

GSEQX Mutual Fund Performance

GSEQX performance across multiple time periods: 1-month -0.64%, YTD 9.66%, 1-year 20.52%, 3-year 16.88%, 5-year 9.80%.

GSEQX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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