GGSRX Mutual Fund

NAV$21.01

Returns Overview

1 Month
-0.47%
3 Months
+2.64%
6 Months
+5.10%
YTD
+7.74%
1 Year
+17.34%
3 Years (annualized)
+15.43%
5 Years (annualized)
+7.90%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GGSRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Growth Composite Index(^GRCCI)
This Mutual Fund (YTD)
+7.74%
Peer Avg (YTD)
+6.73%
vs Peers
+1.02%

GGSRX Mutual Fund Performance

GGSRX performance across multiple time periods: 1-month -0.47%, YTD 7.74%, 1-year 17.34%, 3-year 15.43%, 5-year 7.90%, 10-year 9.84%.

GGSRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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