GSRFX Mutual Fund

NAV$13.01

Returns Overview

1 Month
+0.15%
3 Months
+2.76%
6 Months
+5.34%
YTD
+9.70%
1 Year
+17.30%
3 Years (annualized)
+15.25%
5 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSRFX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+9.70%
Peer Avg (YTD)
+8.97%
vs Peers
+0.73%

GSRFX Mutual Fund Performance

GSRFX performance across multiple time periods: 1-month 0.15%, YTD 9.70%, 1-year 17.30%, 3-year 15.25%, 5-year 11.12%.

GSRFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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