GSGRX Mutual Fund

NAV$56.15

Returns Overview

1 Month
+2.35%
3 Months
+10.16%
6 Months
+13.97%
YTD
+13.12%
1 Year
+22.11%
3 Years (annualized)
+17.95%
5 Years (annualized)
+11.81%
10 Years (annualized)
+11.06%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.12%
Peer Avg (YTD)
+9.49%
vs Peers
+3.63%

GSGRX Mutual Fund Performance

GSGRX performance across multiple time periods: 1-month 2.35%, YTD 13.12%, 1-year 22.11%, 3-year 17.95%, 5-year 11.81%, 10-year 11.06%.

GSGRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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