GSIQX Mutual Fund

GSIQX Mutual Fund

NAV$23.55
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Returns Overview

1 Month
-2.18%
3 Months
-0.22%
6 Months
+4.43%
YTD
+4.09%
1 Year
+8.58%
3 Years (annualized)
+13.05%
5 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSIQX 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 ACWI ex US Index
This Mutual Fund (YTD)
+4.09%
Peer Avg (YTD)
+8.97%
vs Peers
-4.88%

GSIQX Mutual Fund Performance

GSIQX performance across multiple time periods: 1-month -2.18%, YTD 4.09%, 1-year 8.58%, 3-year 13.05%, 5-year 6.87%.

GSIQX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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