GSPAX Mutual Fund

NAV$20.59

Returns Overview

1 Month
+0.19%
3 Months
+14.16%
6 Months
+10.32%
YTD
+10.08%
1 Year
+20.78%
3 Years (annualized)
+19.31%
5 Years (annualized)
+12.43%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSPAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+16.06%
vs Peers
-5.98%

GSPAX Mutual Fund Performance

GSPAX performance across multiple time periods: 1-month 0.19%, YTD 10.08%, 1-year 20.78%, 3-year 19.31%, 5-year 12.43%, 10-year 12.62%.

GSPAX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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