GAGIX Mutual Fund

GAGIX Mutual Fund

NAV$37.44
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Returns Overview

1 Month
+1.38%
3 Months
+4.78%
6 Months
+2.74%
YTD
+9.45%
1 Year
+11.91%
3 Years (annualized)
+12.88%
5 Years (annualized)
+5.89%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAGIX 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)
+9.45%
Peer Avg (YTD)
+6.28%
vs Peers
+3.16%

GAGIX Mutual Fund Performance

GAGIX performance across multiple time periods: 1-month 1.38%, YTD 9.45%, 1-year 11.91%, 3-year 12.88%, 5-year 5.89%, 10-year 7.72%.

GAGIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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