GARIX Mutual Fund

GARIX Mutual Fund

NAV$24.28
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Returns Overview

1 Month
+1.31%
3 Months
+5.97%
6 Months
+9.80%
YTD
+11.33%
1 Year
+19.40%
3 Years (annualized)
+17.82%
5 Years (annualized)
+13.96%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GARIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+4.85%
vs Peers
+6.48%

GARIX Mutual Fund Performance

GARIX performance across multiple time periods: 1-month 1.31%, YTD 11.33%, 1-year 19.40%, 3-year 17.82%, 5-year 13.96%, 10-year 9.74%.

GARIX returns outperform the peer average of 4.85% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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