GSRPX Mutual Fund

GSRPX Mutual Fund

NAV$9.17

Returns Overview

1 Month
-0.52%
3 Months
+0.75%
6 Months
+0.74%
YTD
+0.74%
1 Year
+2.52%
3 Years (annualized)
+4.45%
5 Years (annualized)
+0.99%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSRPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+3.23%
vs Peers
-2.48%

GSRPX Mutual Fund Performance

GSRPX performance across multiple time periods: 1-month -0.52%, YTD 0.74%, 1-year 2.52%, 3-year 4.45%, 5-year 0.99%, 10-year 2.20%.

GSRPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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