GSGRX Mutual Fund

GSGRX Mutual Fund

NAV$56.57
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Returns Overview

1 Month
+4.10%
3 Months
+9.04%
6 Months
+14.69%
YTD
+17.76%
1 Year
+25.82%
3 Years (annualized)
+17.02%
5 Years (annualized)
+12.15%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSGRX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.76%
Peer Avg (YTD)
+11.41%
vs Peers
+6.34%

GSGRX Mutual Fund Performance

GSGRX performance across multiple time periods: 1-month 4.10%, YTD 17.76%, 1-year 25.82%, 3-year 17.02%, 5-year 12.15%, 10-year 11.23%.

GSGRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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