GSPTX Mutual Fund

GSPTX Mutual Fund

NAV$40.17
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Returns Overview

1 Month
+2.24%
3 Months
+2.16%
6 Months
+12.82%
YTD
+12.65%
1 Year
+18.37%
3 Years (annualized)
+19.58%
5 Years (annualized)
+11.05%
10 Years (annualized)
+15.59%

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
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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)
+12.65%
Peer Avg (YTD)
+11.21%
vs Peers
+1.44%

GSPTX Mutual Fund Performance

GSPTX performance across multiple time periods: 1-month 2.24%, YTD 12.65%, 1-year 18.37%, 3-year 19.58%, 5-year 11.05%, 10-year 15.59%.

GSPTX returns outperform the peer average of 11.21% 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.