GAKIX Mutual Fund

NAV$9.86

Returns Overview

1 Month
-8.28%
3 Months
-9.92%
6 Months
-8.20%
YTD
-7.94%
1 Year
-7.94%
3 Years (annualized)
-0.89%
5 Years (annualized)
-0.32%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAKIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
-7.94%
Peer Avg (YTD)
+11.64%
vs Peers
-19.58%

GAKIX Mutual Fund Performance

GAKIX performance across multiple time periods: 1-month -8.28%, YTD -7.94%, 1-year -7.94%, 3-year -0.89%, 5-year -0.32%, 10-year 1.47%.

GAKIX returns trail the peer average of 11.64% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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