GPSTX Mutual Fund

NAV$22.07

Returns Overview

1 Month
-1.56%
3 Months
+2.75%
6 Months
+5.15%
YTD
+8.51%
1 Year
+23.16%
3 Years (annualized)
+19.17%
5 Years (annualized)
+9.85%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPSTX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+8.97%
vs Peers
-0.47%

GPSTX Mutual Fund Performance

GPSTX performance across multiple time periods: 1-month -1.56%, YTD 8.51%, 1-year 23.16%, 3-year 19.17%, 5-year 9.85%, 10-year 12.01%.

GPSTX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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