GSXIX Mutual Fund

GSXIX Mutual Fund

NAV$52.25
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Returns Overview

1 Month
-3.20%
3 Months
+7.60%
6 Months
+18.82%
YTD
+22.61%
1 Year
+30.42%
3 Years (annualized)
+16.05%
5 Years (annualized)
+7.17%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSXIX 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 Index(^RUT)
This Mutual Fund (YTD)
+22.61%
Peer Avg (YTD)
+15.31%
vs Peers
+7.30%

GSXIX Mutual Fund Performance

GSXIX performance across multiple time periods: 1-month -3.20%, YTD 22.61%, 1-year 30.42%, 3-year 16.05%, 5-year 7.17%, 10-year 11.10%.

GSXIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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