GSQRX Mutual Fund

GSQRX Mutual Fund

NAV$33.47
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Returns Overview

1 Month
+3.91%
3 Months
-3.38%
6 Months
+2.60%
YTD
+15.49%
1 Year
+20.58%
3 Years (annualized)
+17.92%
5 Years (annualized)
+5.65%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSQRX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.49%
Peer Avg (YTD)
+12.21%
vs Peers
+3.28%

GSQRX Mutual Fund Performance

GSQRX performance across multiple time periods: 1-month 3.91%, YTD 15.49%, 1-year 20.58%, 3-year 17.92%, 5-year 5.65%, 10-year 8.03%.

GSQRX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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