GARSX Mutual Fund

NAV$8.66

Returns Overview

1 Month
-3.07%
3 Months
+1.12%
6 Months
-8.69%
YTD
+1.87%
1 Year
+2.02%
3 Years (annualized)
-4.53%
5 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GARSX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+2.56%
vs Peers
-0.69%

GARSX Mutual Fund Performance

GARSX performance across multiple time periods: 1-month -3.07%, YTD 1.87%, 1-year 2.02%, 3-year -4.53%, 5-year 5.93%.

GARSX returns trail the peer average of 2.56% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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