GAGVX Mutual Fund

GAGVX Mutual Fund

NAV$18.82
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Returns Overview

1 Month
-7.30%
3 Months
-6.89%
6 Months
-4.92%
YTD
-6.72%
1 Year
+4.39%
3 Years (annualized)
+6.47%
5 Years (annualized)
+15.28%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAGVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.72%
Peer Avg (YTD)
-2.60%
vs Peers
-4.12%

GAGVX Mutual Fund Performance

GAGVX performance across multiple time periods: 1-month -7.30%, YTD -6.72%, 1-year 4.39%, 3-year 6.47%, 5-year 15.28%, 10-year 10.04%.

GAGVX returns trail the peer average of -2.60% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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