GAFRX Mutual Fund

GAFRX Mutual Fund

NAV$10.33
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Returns Overview

3 Months
+3.91%
6 Months
+8.49%
YTD
+10.99%
1 Year
+21.53%
3 Years (annualized)
+15.46%
5 Years (annualized)
+8.47%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAFRX 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
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+10.99%
Peer Avg (YTD)
+6.57%
vs Peers
+4.42%

GAFRX Mutual Fund Performance

GAFRX performance across multiple time periods: YTD 10.99%, 1-year 21.53%, 3-year 15.46%, 5-year 8.47%, 10-year 10.25%.

GAFRX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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