GARKX Mutual Fund

GARKX Mutual Fund

NAV$8.51
See how much of GARKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.15%
3 Months
+0.79%
6 Months
-9.21%
YTD
+1.55%
1 Year
+0.93%
3 Years (annualized)
-5.59%
5 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GARKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+2.56%
vs Peers
-1.01%

GARKX Mutual Fund Performance

GARKX performance across multiple time periods: 1-month -3.15%, YTD 1.55%, 1-year 0.93%, 3-year -5.59%, 5-year 4.75%.

GARKX returns trail the peer average of 2.56% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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