GSRIX Mutual Fund

NAV$13.49

Returns Overview

1 Month
+3.22%
3 Months
+12.43%
6 Months
+13.22%
YTD
+12.17%
1 Year
+17.25%
3 Years (annualized)
+15.09%
5 Years (annualized)
+10.62%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSRIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+8.97%
vs Peers
+3.20%

GSRIX Mutual Fund Performance

GSRIX performance across multiple time periods: 1-month 3.22%, YTD 12.17%, 1-year 17.25%, 3-year 15.09%, 5-year 10.62%, 10-year 12.07%.

GSRIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

GSRIX performance comparison shows side-by-side returns with another fund. GSRIX alternatives are available in the Mutual Fund Screener.