GAPIX Mutual Fund

GAPIX Mutual Fund

NAV$25.43
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Returns Overview

1 Month
-2.01%
3 Months
-0.70%
6 Months
+2.67%
YTD
+9.01%
1 Year
+11.34%
3 Years (annualized)
+21.45%
5 Years (annualized)
+9.47%
10 Years (annualized)
+11.90%

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)
+9.01%
Peer Avg (YTD)
+8.13%
vs Peers
+0.88%

GAPIX Mutual Fund Performance

GAPIX performance across multiple time periods: 1-month -2.01%, YTD 9.01%, 1-year 11.34%, 3-year 21.45%, 5-year 9.47%, 10-year 11.90%.

GAPIX returns outperform the peer average of 8.13% 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.