GAPAX Mutual Fund

GAPAX Mutual Fund

NAV$25.72
See how much of GAPAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.03%
3 Months
+3.35%
6 Months
+6.93%
YTD
+9.55%
1 Year
+22.54%
3 Years (annualized)
+17.03%
5 Years (annualized)
+9.61%
10 Years (annualized)
+11.40%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+9.42%
vs Peers
+0.13%

GAPAX Mutual Fund Performance

GAPAX performance across multiple time periods: 1-month -1.03%, YTD 9.55%, 1-year 22.54%, 3-year 17.03%, 5-year 9.61%, 10-year 11.40%.

GAPAX returns outperform the peer average of 9.42% 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.