GSQRX Mutual Fund

GSQRX Mutual Fund

NAV$34.19
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Returns Overview

1 Month
-1.98%
3 Months
+6.19%
6 Months
+13.38%
YTD
+19.52%
1 Year
+33.29%
3 Years (annualized)
+13.50%
5 Years (annualized)
+7.59%
10 Years (annualized)
+8.43%

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)
+19.52%
Peer Avg (YTD)
+15.31%
vs Peers
+4.21%

GSQRX Mutual Fund Performance

GSQRX performance across multiple time periods: 1-month -1.98%, YTD 19.52%, 1-year 33.29%, 3-year 13.50%, 5-year 7.59%, 10-year 8.43%.

GSQRX returns outperform the peer average of 15.31% 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.