GSPFX Mutual Fund

NAV$21.74

Returns Overview

1 Month
-1.51%
3 Months
+13.95%
6 Months
+10.27%
YTD
+9.92%
1 Year
+22.08%
3 Years (annualized)
+19.86%
5 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSPFX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.92%
Peer Avg (YTD)
+9.51%
vs Peers
+0.41%

GSPFX Mutual Fund Performance

GSPFX performance across multiple time periods: 1-month -1.51%, YTD 9.92%, 1-year 22.08%, 3-year 19.86%, 5-year 13.46%.

GSPFX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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