GSPQX Mutual Fund

GSPQX Mutual Fund

NAV$20.56
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Returns Overview

1 Month
+0.15%
3 Months
+13.95%
6 Months
+9.90%
YTD
+9.72%
1 Year
+19.89%
3 Years (annualized)
+18.52%
5 Years (annualized)
+11.65%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSPQX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+16.06%
vs Peers
-6.34%

GSPQX Mutual Fund Performance

GSPQX performance across multiple time periods: 1-month 0.15%, YTD 9.72%, 1-year 19.89%, 3-year 18.52%, 5-year 11.65%, 10-year 11.82%.

GSPQX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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