GSRKX Mutual Fund

NAV$24.11

Returns Overview

1 Month
+1.01%
3 Months
+4.24%
6 Months
+6.82%
YTD
+10.85%
1 Year
+28.37%
3 Years (annualized)
+19.29%
5 Years (annualized)
+12.77%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSRKX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+8.71%
vs Peers
+2.14%

GSRKX Mutual Fund Performance

GSRKX performance across multiple time periods: 1-month 1.01%, YTD 10.85%, 1-year 28.37%, 3-year 19.29%, 5-year 12.77%, 10-year 10.93%.

GSRKX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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