GSROX Mutual Fund

GSROX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
+2.60%
3 Months
+1.11%
6 Months
+14.01%
YTD
+21.49%
1 Year
+29.89%
3 Years (annualized)
+21.71%
5 Years (annualized)
+7.99%
10 Years (annualized)
+11.02%

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
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🏦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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+21.49%
Peer Avg (YTD)
+15.20%
vs Peers
+6.29%

GSROX Mutual Fund Performance

GSROX performance across multiple time periods: 1-month 2.60%, YTD 21.49%, 1-year 29.89%, 3-year 21.71%, 5-year 7.99%, 10-year 11.02%.

GSROX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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