GSBFX Mutual Fund

NAV$27.73

Returns Overview

1 Month
+0.18%
3 Months
+1.76%
6 Months
+2.89%
YTD
+3.94%
1 Year
+12.11%
3 Years (annualized)
+10.97%
5 Years (annualized)
+5.97%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSBFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+4.14%
vs Peers
-0.21%

GSBFX Mutual Fund Performance

GSBFX performance across multiple time periods: 1-month 0.18%, YTD 3.94%, 1-year 12.11%, 3-year 10.97%, 5-year 5.97%, 10-year 7.18%.

GSBFX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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