GSRRX Mutual Fund

GSRRX Mutual Fund

NAV$12.02
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Returns Overview

1 Month
+4.72%
3 Months
+2.31%
6 Months
+6.36%
YTD
+15.19%
1 Year
+15.40%
3 Years (annualized)
+16.10%
5 Years (annualized)
+8.95%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSRRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.19%
Peer Avg (YTD)
+4.64%
vs Peers
+10.54%

GSRRX Mutual Fund Performance

GSRRX performance across multiple time periods: 1-month 4.72%, YTD 15.19%, 1-year 15.40%, 3-year 16.10%, 5-year 8.95%, 10-year 11.75%.

GSRRX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

GSRRX vs another fund shows side-by-side returns. GSRRX alternatives are available in the Mutual Fund Screener.