GADGX Mutual Fund

GADGX Mutual Fund

NAV$16.66
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Returns Overview

1 Month
-0.31%
3 Months
+4.16%
6 Months
+8.80%
YTD
+10.95%
1 Year
+20.53%
3 Years (annualized)
+15.07%
5 Years (annualized)
+9.78%
10 Years (annualized)
+9.76%

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
PROUpgrade to run
🏦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)
+10.95%
Peer Avg (YTD)
+9.42%
vs Peers
+1.53%

GADGX Mutual Fund Performance

GADGX performance across multiple time periods: 1-month -0.31%, YTD 10.95%, 1-year 20.53%, 3-year 15.07%, 5-year 9.78%, 10-year 9.76%.

GADGX returns outperform the peer average of 9.42% 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.