GSPIX Mutual Fund

GSPIX Mutual Fund

NAV$47.47
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Returns Overview

1 Month
-0.60%
3 Months
+5.67%
6 Months
+9.54%
YTD
+10.22%
1 Year
+18.27%
3 Years (annualized)
+17.90%
5 Years (annualized)
+11.38%
10 Years (annualized)
+16.29%

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
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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 Index(^RUI)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+9.41%
vs Peers
+0.81%

GSPIX Mutual Fund Performance

GSPIX performance across multiple time periods: 1-month -0.60%, YTD 10.22%, 1-year 18.27%, 3-year 17.90%, 5-year 11.38%, 10-year 16.29%.

GSPIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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