GALPX Mutual Fund

NAV$19.09

Returns Overview

1 Month
-7.29%
3 Months
-6.80%
6 Months
-4.71%
YTD
-6.63%
1 Year
+4.87%
3 Years (annualized)
+6.88%
5 Years (annualized)
+15.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GALPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.63%
Peer Avg (YTD)
-2.60%
vs Peers
-4.03%

GALPX Mutual Fund Performance

GALPX performance across multiple time periods: 1-month -7.29%, YTD -6.63%, 1-year 4.87%, 3-year 6.88%, 5-year 15.70%.

GALPX returns trail the peer average of -2.60% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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