GAGEX Mutual Fund

GAGEX Mutual Fund

NAV$34.76
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Returns Overview

1 Month
+14.11%
3 Months
-1.06%
6 Months
+23.19%
YTD
+37.53%
1 Year
+47.31%
3 Years (annualized)
+16.21%
5 Years (annualized)
+20.58%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAGEX 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 World Energy Index(^MWDEN)
This Mutual Fund (YTD)
+37.53%
Peer Avg (YTD)
+19.98%
vs Peers
+17.55%

GAGEX Mutual Fund Performance

GAGEX performance across multiple time periods: 1-month 14.11%, YTD 37.53%, 1-year 47.31%, 3-year 16.21%, 5-year 20.58%, 10-year 7.78%.

GAGEX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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