GSEQX Mutual Fund

NAV$13.76

Returns Overview

1 Month
-2.13%
3 Months
+7.25%
6 Months
+7.25%
YTD
+7.25%
1 Year
+22.44%
3 Years (annualized)
+17.80%
5 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSEQX 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
MSCI All Country World Index IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+9.16%
vs Peers
-1.91%

GSEQX Mutual Fund Performance

GSEQX performance across multiple time periods: 1-month -2.13%, YTD 7.25%, 1-year 22.44%, 3-year 17.80%, 5-year 10.14%.

GSEQX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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