GAPTX Mutual Fund

GAPTX Mutual Fund

NAV$24.39
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Returns Overview

1 Month
-2.02%
3 Months
-0.74%
6 Months
+2.62%
YTD
+8.92%
1 Year
+11.21%
3 Years (annualized)
+21.31%
5 Years (annualized)
+9.35%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAPTX 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)
+8.92%
Peer Avg (YTD)
+8.05%
vs Peers
+0.87%

GAPTX Mutual Fund Performance

GAPTX performance across multiple time periods: 1-month -2.02%, YTD 8.92%, 1-year 11.21%, 3-year 21.31%, 5-year 9.35%, 10-year 11.76%.

GAPTX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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