GAKAX Mutual Fund

GAKAX Mutual Fund

NAV$9.48
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Returns Overview

1 Month
-8.61%
3 Months
-10.31%
6 Months
-8.69%
YTD
-8.61%
1 Year
-8.52%
3 Years (annualized)
-0.74%
5 Years (annualized)
-0.54%
10 Years (annualized)
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAKAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
-8.61%
Peer Avg (YTD)
+11.64%
vs Peers
-20.25%

GAKAX Mutual Fund Performance

GAKAX performance across multiple time periods: 1-month -8.61%, YTD -8.61%, 1-year -8.52%, 3-year -0.74%, 5-year -0.54%, 10-year 0.74%.

GAKAX returns trail the peer average of 11.64% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

GAKAX performance comparison shows side-by-side returns with another fund. GAKAX alternatives are available in the Mutual Fund Screener.