GSEPX Mutual Fund

NAV$73.11

Returns Overview

1 Month
+0.90%
3 Months
+3.79%
6 Months
+6.68%
YTD
+7.33%
1 Year
+18.94%
3 Years (annualized)
+19.68%
5 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSEPX 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)
+7.33%
Peer Avg (YTD)
+9.51%
vs Peers
-2.18%

GSEPX Mutual Fund Performance

GSEPX performance across multiple time periods: 1-month 0.90%, YTD 7.33%, 1-year 18.94%, 3-year 19.68%, 5-year 11.92%.

GSEPX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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