GSIIX Mutual Fund

GSIIX Mutual Fund

NAV$57.82
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Returns Overview

1 Month
+4.14%
3 Months
+9.13%
6 Months
+14.86%
YTD
+17.97%
1 Year
+26.21%
3 Years (annualized)
+17.36%
5 Years (annualized)
+12.46%
10 Years (annualized)
+11.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSIIX 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)
+17.97%
Peer Avg (YTD)
+11.41%
vs Peers
+6.56%

GSIIX Mutual Fund Performance

GSIIX performance across multiple time periods: 1-month 4.14%, YTD 17.97%, 1-year 26.21%, 3-year 17.36%, 5-year 12.46%, 10-year 11.59%.

GSIIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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