GDSRX Mutual Fund

NAV$32.19

Returns Overview

1 Month
+4.69%
3 Months
+21.96%
6 Months
+24.65%
YTD
+23.84%
1 Year
+44.83%
3 Years (annualized)
+22.14%
5 Years (annualized)
+10.03%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDSRX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+23.84%
Peer Avg (YTD)
+18.52%
vs Peers
+5.31%

GDSRX Mutual Fund Performance

GDSRX performance across multiple time periods: 1-month 4.69%, YTD 23.84%, 1-year 44.83%, 3-year 22.14%, 5-year 10.03%, 10-year 12.02%.

GDSRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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