GSRFX Mutual Fund

GSRFX Mutual Fund

NAV$13.53
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Returns Overview

1 Month
+4.84%
3 Months
+2.49%
6 Months
+6.65%
YTD
+14.73%
1 Year
+16.08%
3 Years (annualized)
+16.78%
5 Years (annualized)
+9.57%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSRFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.73%
Peer Avg (YTD)
+5.23%
vs Peers
+9.50%

GSRFX Mutual Fund Performance

GSRFX performance across multiple time periods: 1-month 4.84%, YTD 14.73%, 1-year 16.08%, 3-year 16.78%, 5-year 9.57%, 10-year 11.39%.

GSRFX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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