GSPTX Mutual Fund

GSPTX Mutual Fund

NAV$39.20
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Returns Overview

1 Month
-0.60%
3 Months
+5.65%
6 Months
+9.52%
YTD
+10.18%
1 Year
+18.23%
3 Years (annualized)
+17.88%
5 Years (annualized)
+11.30%
10 Years (annualized)
+15.26%

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
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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)
+10.18%
Peer Avg (YTD)
+9.41%
vs Peers
+0.77%

GSPTX Mutual Fund Performance

GSPTX performance across multiple time periods: 1-month -0.60%, YTD 10.18%, 1-year 18.23%, 3-year 17.88%, 5-year 11.30%, 10-year 15.26%.

GSPTX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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