GSQTX Mutual Fund

GSQTX Mutual Fund

NAV$35.50
See how much of GSQTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.97%
3 Months
-3.26%
6 Months
+2.88%
YTD
+15.99%
1 Year
+21.19%
3 Years (annualized)
+18.52%
5 Years (annualized)
+6.18%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSQTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.99%
Peer Avg (YTD)
+12.21%
vs Peers
+3.78%

GSQTX Mutual Fund Performance

GSQTX performance across multiple time periods: 1-month 3.97%, YTD 15.99%, 1-year 21.19%, 3-year 18.52%, 5-year 6.18%, 10-year 8.57%.

GSQTX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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