GAPUX Mutual Fund

GAPUX Mutual Fund

NAV$26.25
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Returns Overview

1 Month
-1.00%
3 Months
+3.42%
6 Months
+7.13%
YTD
+9.79%
1 Year
+23.00%
3 Years (annualized)
+17.42%
5 Years (annualized)
+10.00%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAPUX 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)
+9.79%
Peer Avg (YTD)
+9.42%
vs Peers
+0.36%

GAPUX Mutual Fund Performance

GAPUX performance across multiple time periods: 1-month -1.00%, YTD 9.79%, 1-year 23.00%, 3-year 17.42%, 5-year 10.00%, 10-year 11.74%.

GAPUX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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