GADGX Mutual Fund

GADGX Mutual Fund

NAV$16.46
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Returns Overview

1 Month
+2.22%
3 Months
+2.60%
6 Months
+10.04%
YTD
+13.41%
1 Year
+20.16%
3 Years (annualized)
+16.58%
5 Years (annualized)
+9.88%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GADGX 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
EDGE Composite Index(^EDGECPI)
This Mutual Fund (YTD)
+13.41%
Peer Avg (YTD)
+10.17%
vs Peers
+3.24%

GADGX Mutual Fund Performance

GADGX performance across multiple time periods: 1-month 2.22%, YTD 13.41%, 1-year 20.16%, 3-year 16.58%, 5-year 9.88%, 10-year 9.94%.

GADGX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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