GAPAX Mutual Fund

GAPAX Mutual Fund

NAV$24.82
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Returns Overview

1 Month
-2.05%
3 Months
-0.80%
6 Months
+2.52%
YTD
+8.68%
1 Year
+10.92%
3 Years (annualized)
+21.02%
5 Years (annualized)
+9.08%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAPAX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+8.13%
vs Peers
+0.55%

GAPAX Mutual Fund Performance

GAPAX performance across multiple time periods: 1-month -2.05%, YTD 8.68%, 1-year 10.92%, 3-year 21.02%, 5-year 9.08%, 10-year 11.48%.

GAPAX returns outperform the peer average of 8.13% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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