GSPTX Mutual Fund

NAV$39.73

Returns Overview

1 Month
+0.52%
3 Months
+16.93%
6 Months
+11.16%
YTD
+10.84%
1 Year
+21.56%
3 Years (annualized)
+23.19%
5 Years (annualized)
+16.29%
10 Years (annualized)
+18.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSPTX 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)
+10.84%
Peer Avg (YTD)
+9.51%
vs Peers
+1.33%

GSPTX Mutual Fund Performance

GSPTX performance across multiple time periods: 1-month 0.52%, YTD 10.84%, 1-year 21.56%, 3-year 23.19%, 5-year 16.29%, 10-year 18.01%.

GSPTX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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