GSPIX Mutual Fund

NAV$47.78

Returns Overview

1 Month
+0.54%
3 Months
+16.94%
6 Months
+11.20%
YTD
+10.88%
1 Year
+21.61%
3 Years (annualized)
+19.48%
5 Years (annualized)
+13.97%
10 Years (annualized)
+16.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSPIX 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 Index(^RUI)
This Mutual Fund (YTD)
+10.88%
Peer Avg (YTD)
+9.51%
vs Peers
+1.38%

GSPIX Mutual Fund Performance

GSPIX performance across multiple time periods: 1-month 0.54%, YTD 10.88%, 1-year 21.61%, 3-year 19.48%, 5-year 13.97%, 10-year 16.91%.

GSPIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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