GALLX Mutual Fund

NAV$21.21

Returns Overview

1 Month
+1.79%
3 Months
+6.84%
6 Months
+20.26%
YTD
+12.93%
1 Year
+18.77%
3 Years (annualized)
+21.30%
5 Years (annualized)
+16.62%
10 Years (annualized)
+14.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GALLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.93%
Peer Avg (YTD)
+13.04%
vs Peers
-0.11%

GALLX Mutual Fund Performance

GALLX performance across multiple time periods: 1-month 1.79%, YTD 12.93%, 1-year 18.77%, 3-year 21.30%, 5-year 16.62%, 10-year 14.07%.

GALLX returns trail the peer average of 13.04% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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