GSROX Mutual Fund

NAV$18.73

Returns Overview

1 Month
+4.57%
3 Months
+26.82%
6 Months
+25.64%
YTD
+24.55%
1 Year
+46.25%
3 Years (annualized)
+23.03%
5 Years (annualized)
+8.67%
10 Years (annualized)
+12.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSROX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+24.55%
Peer Avg (YTD)
+18.52%
vs Peers
+6.03%

GSROX Mutual Fund Performance

GSROX performance across multiple time periods: 1-month 4.57%, YTD 24.55%, 1-year 46.25%, 3-year 23.03%, 5-year 8.67%, 10-year 12.13%.

GSROX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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