GSXIX Mutual Fund

GSXIX Mutual Fund

NAV$55.27
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Returns Overview

1 Month
+10.15%
3 Months
+26.30%
6 Months
+27.68%
YTD
+26.67%
1 Year
+35.02%
3 Years (annualized)
+17.84%
5 Years (annualized)
+8.55%
10 Years (annualized)
+11.67%

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)
+26.67%
Peer Avg (YTD)
+18.52%
vs Peers
+8.15%

GSXIX Mutual Fund Performance

GSXIX performance across multiple time periods: 1-month 10.15%, YTD 26.67%, 1-year 35.02%, 3-year 17.84%, 5-year 8.55%, 10-year 11.67%.

GSXIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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