GADGX Mutual Fund

GADGX Mutual Fund

NAV$16.63
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Returns Overview

1 Month
+0.68%
3 Months
+12.79%
6 Months
+11.83%
YTD
+11.29%
1 Year
+21.54%
3 Years (annualized)
+16.25%
5 Years (annualized)
+9.93%
10 Years (annualized)
+10.15%

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)
+11.29%
Peer Avg (YTD)
+9.13%
vs Peers
+2.16%

GADGX Mutual Fund Performance

GADGX performance across multiple time periods: 1-month 0.68%, YTD 11.29%, 1-year 21.54%, 3-year 16.25%, 5-year 9.93%, 10-year 10.15%.

GADGX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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