GSWPX Mutual Fund

GSWPX Mutual Fund

NAV$25.27
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Returns Overview

1 Month
+2.10%
3 Months
-0.55%
6 Months
+8.35%
YTD
+15.95%
1 Year
+19.70%
3 Years (annualized)
+11.81%
5 Years (annualized)
+0.92%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSWPX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+15.95%
Peer Avg (YTD)
+9.89%
vs Peers
+6.06%

GSWPX Mutual Fund Performance

GSWPX performance across multiple time periods: 1-month 2.10%, YTD 15.95%, 1-year 19.70%, 3-year 11.81%, 5-year 0.92%, 10-year 11.04%.

GSWPX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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