GSRRX Mutual Fund

NAV$12.06

Returns Overview

1 Month
+3.04%
3 Months
+12.25%
6 Months
+12.87%
YTD
+11.81%
1 Year
+16.58%
3 Years (annualized)
+14.57%
5 Years (annualized)
+10.47%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSRRX 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)
+11.81%
Peer Avg (YTD)
+8.97%
vs Peers
+2.84%

GSRRX Mutual Fund Performance

GSRRX performance across multiple time periods: 1-month 3.04%, YTD 11.81%, 1-year 16.58%, 3-year 14.57%, 5-year 10.47%, 10-year 11.72%.

GSRRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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