GSURX Mutual Fund

NAV$66.70

Returns Overview

1 Month
+0.85%
3 Months
+3.62%
6 Months
+6.35%
YTD
+6.94%
1 Year
+18.20%
3 Years (annualized)
+24.07%
5 Years (annualized)
+14.08%
10 Years (annualized)
+15.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSURX 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

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)
+6.94%
Peer Avg (YTD)
+9.51%
vs Peers
-2.57%

GSURX Mutual Fund Performance

GSURX performance across multiple time periods: 1-month 0.85%, YTD 6.94%, 1-year 18.20%, 3-year 24.07%, 5-year 14.08%, 10-year 15.18%.

GSURX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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