GSBGX Mutual Fund

NAV$25.27

Returns Overview

1 Month
-6.16%
3 Months
-1.90%
6 Months
+0.08%
YTD
+6.13%
1 Year
+19.56%
3 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSBGX 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 SmallCap 600 Index
This Mutual Fund (YTD)
+6.13%
Peer Avg (YTD)
+18.52%
vs Peers
-12.39%

GSBGX Mutual Fund Performance

GSBGX performance across multiple time periods: 1-month -6.16%, YTD 6.13%, 1-year 19.56%, 3-year 9.76%.

GSBGX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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