GSESX Mutual Fund

NAV$68.28

Returns Overview

1 Month
+0.93%
3 Months
+3.58%
6 Months
+6.09%
YTD
+7.31%
1 Year
+18.33%
3 Years (annualized)
+24.14%
5 Years (annualized)
+14.17%
10 Years (annualized)
+15.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSESX 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)
+7.31%
Peer Avg (YTD)
+9.51%
vs Peers
-2.20%

GSESX Mutual Fund Performance

GSESX performance across multiple time periods: 1-month 0.93%, YTD 7.31%, 1-year 18.33%, 3-year 24.14%, 5-year 14.17%, 10-year 15.30%.

GSESX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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