GARGX Mutual Fund

NAV$8.63

Returns Overview

1 Month
-3.16%
3 Months
+1.04%
6 Months
-8.88%
YTD
+1.68%
1 Year
+1.65%
3 Years (annualized)
-4.87%
5 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GARGX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+2.56%
vs Peers
-0.88%

GARGX Mutual Fund Performance

GARGX performance across multiple time periods: 1-month -3.16%, YTD 1.68%, 1-year 1.65%, 3-year -4.87%, 5-year 5.54%.

GARGX returns trail the peer average of 2.56% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

GARGX performance comparison shows side-by-side returns with another fund. GARGX alternatives are available in the Mutual Fund Screener.