GAPIX Mutual Fund

GAPIX Mutual Fund

NAV$25.94
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Returns Overview

1 Month
+2.85%
3 Months
+1.54%
6 Months
+8.31%
YTD
+12.91%
1 Year
+22.15%
3 Years (annualized)
+19.74%
5 Years (annualized)
+10.10%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAPIX 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
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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)
+12.91%
Peer Avg (YTD)
+10.17%
vs Peers
+2.74%

GAPIX Mutual Fund Performance

GAPIX performance across multiple time periods: 1-month 2.85%, YTD 12.91%, 1-year 22.15%, 3-year 19.74%, 5-year 10.10%, 10-year 12.10%.

GAPIX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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