GARIX Mutual Fund

NAV$24.20

Returns Overview

1 Month
-0.55%
3 Months
+9.94%
6 Months
+10.25%
YTD
+9.89%
1 Year
+16.77%
3 Years (annualized)
+26.43%
5 Years (annualized)
+18.67%
10 Years (annualized)
+12.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+3.78%
vs Peers
+6.11%

GARIX Mutual Fund Performance

GARIX performance across multiple time periods: 1-month -0.55%, YTD 9.89%, 1-year 16.77%, 3-year 26.43%, 5-year 18.67%, 10-year 12.29%.

GARIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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