GSITX Mutual Fund

NAV$75.59

Returns Overview

1 Month
+4.64%
3 Months
+17.29%
6 Months
+23.83%
YTD
+23.18%
1 Year
+45.06%
3 Years (annualized)
+24.93%
5 Years (annualized)
+12.94%
10 Years (annualized)
+13.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSITX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.18%
Peer Avg (YTD)
+18.52%
vs Peers
+4.66%

GSITX Mutual Fund Performance

GSITX performance across multiple time periods: 1-month 4.64%, YTD 23.18%, 1-year 45.06%, 3-year 24.93%, 5-year 12.94%, 10-year 13.28%.

GSITX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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