GSUTX Mutual Fund

NAV$67.21

Returns Overview

1 Month
+0.89%
3 Months
+3.75%
6 Months
+6.61%
YTD
+7.24%
1 Year
+18.78%
3 Years (annualized)
+19.54%
5 Years (annualized)
+11.78%
10 Years (annualized)
+14.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSUTX 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)
+7.24%
Peer Avg (YTD)
+9.51%
vs Peers
-2.26%

GSUTX Mutual Fund Performance

GSUTX performance across multiple time periods: 1-month 0.89%, YTD 7.24%, 1-year 18.78%, 3-year 19.54%, 5-year 11.78%, 10-year 14.30%.

GSUTX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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