GADPX Mutual Fund

GADPX Mutual Fund

NAV$25.54
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Returns Overview

1 Month
-2.00%
3 Months
-0.70%
6 Months
+2.70%
YTD
+9.00%
1 Year
+11.33%
3 Years (annualized)
+21.45%
5 Years (annualized)
+9.48%
10 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GADPX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+8.05%
vs Peers
+0.94%

GADPX Mutual Fund Performance

GADPX performance across multiple time periods: 1-month -2.00%, YTD 9.00%, 1-year 11.33%, 3-year 21.45%, 5-year 9.48%, 10-year 11.92%.

GADPX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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