GSWPX Mutual Fund

NAV$25.79

Returns Overview

1 Month
+7.08%
3 Months
+25.59%
6 Months
+24.84%
YTD
+23.09%
1 Year
+32.98%
3 Years (annualized)
+13.82%
5 Years (annualized)
+5.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSWPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+23.09%
Peer Avg (YTD)
+10.82%
vs Peers
+12.28%

GSWPX Mutual Fund Performance

GSWPX performance across multiple time periods: 1-month 7.08%, YTD 23.09%, 1-year 32.98%, 3-year 13.82%, 5-year 5.72%.

GSWPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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