GSRLX Mutual Fund

NAV$13.53

Returns Overview

1 Month
+3.14%
3 Months
+12.51%
6 Months
+13.21%
YTD
+12.17%
1 Year
+17.27%
3 Years (annualized)
+15.19%
5 Years (annualized)
+11.09%
10 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSRLX 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
+3.19%

GSRLX Mutual Fund Performance

GSRLX performance across multiple time periods: 1-month 3.14%, YTD 12.17%, 1-year 17.27%, 3-year 15.19%, 5-year 11.09%, 10-year 12.36%.

GSRLX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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