GSQPX Mutual Fund

NAV$11.90

Returns Overview

3 Months
+8.14%
6 Months
+6.22%
YTD
+6.12%
1 Year
+14.00%
3 Years (annualized)
+11.38%
5 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSQPX 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
Strategic Factor Allocation
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+6.73%
vs Peers
-0.60%

GSQPX Mutual Fund Performance

GSQPX performance across multiple time periods: YTD 6.12%, 1-year 14.00%, 3-year 11.38%, 5-year 9.74%.

GSQPX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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