GSUAX Mutual Fund

GSUAX Mutual Fund

NAV$8.55
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Returns Overview

1 Month
+0.43%
3 Months
-0.85%
6 Months
-2.27%
YTD
-0.16%
1 Year
+2.13%
3 Years (annualized)
+4.10%
5 Years (annualized)
-0.49%
10 Years (annualized)
+0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSUAX 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
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📉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
Bloomberg US Securitized Index (USD)
This Mutual Fund (YTD)
-0.16%
Peer Avg (YTD)
+2.15%
vs Peers
-2.31%

GSUAX Mutual Fund Performance

GSUAX performance across multiple time periods: 1-month 0.43%, YTD -0.16%, 1-year 2.13%, 3-year 4.10%, 5-year -0.49%, 10-year 0.82%.

GSUAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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