GSBAX Mutual Fund

GSBAX Mutual Fund

NAV$17.96
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Returns Overview

1 Month
-1.30%
3 Months
-4.51%
6 Months
-0.16%
YTD
+14.76%
1 Year
+14.62%
3 Years (annualized)
+21.35%
5 Years (annualized)
+3.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSBAX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.76%
Peer Avg (YTD)
+14.00%
vs Peers
+0.76%

GSBAX Mutual Fund Performance

GSBAX performance across multiple time periods: 1-month -1.30%, YTD 14.76%, 1-year 14.62%, 3-year 21.35%, 5-year 3.58%.

GSBAX returns outperform the peer average of 14.00% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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