GAGAX Mutual Fund

GAGAX Mutual Fund

NAV$39.39
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Returns Overview

1 Month
+3.49%
3 Months
+4.36%
6 Months
+5.80%
YTD
+7.96%
1 Year
+16.57%
3 Years (annualized)
+10.61%
5 Years (annualized)
+5.67%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAGAX 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
ICE Bank of America Merrill Lynch Global 300 Convertible Index(^IBMLG300C)
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+5.54%
vs Peers
+2.42%

GAGAX Mutual Fund Performance

GAGAX performance across multiple time periods: 1-month 3.49%, YTD 7.96%, 1-year 16.57%, 3-year 10.61%, 5-year 5.67%, 10-year 7.37%.

GAGAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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