GSPUX Mutual Fund

NAV$47.76

Returns Overview

1 Month
+0.52%
3 Months
+16.93%
6 Months
+11.18%
YTD
+10.87%
1 Year
+21.60%
3 Years (annualized)
+22.78%
5 Years (annualized)
+15.87%
10 Years (annualized)
+17.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSPUX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.87%
Peer Avg (YTD)
+9.51%
vs Peers
+1.36%

GSPUX Mutual Fund Performance

GSPUX performance across multiple time periods: 1-month 0.52%, YTD 10.87%, 1-year 21.60%, 3-year 22.78%, 5-year 15.87%, 10-year 17.88%.

GSPUX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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