GSBCX Mutual Fund

NAV$27.07

Returns Overview

1 Month
+1.26%
3 Months
+5.32%
6 Months
+5.73%
YTD
+5.40%
1 Year
+11.28%
3 Years (annualized)
+10.13%
5 Years (annualized)
+5.17%
10 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSBCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.40%
Peer Avg (YTD)
+4.14%
vs Peers
+1.26%

GSBCX Mutual Fund Performance

GSBCX performance across multiple time periods: 1-month 1.26%, YTD 5.40%, 1-year 11.28%, 3-year 10.13%, 5-year 5.17%, 10-year 6.38%.

GSBCX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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