GATEX Mutual Fund

NAV$54.14

Returns Overview

1 Month
-0.17%
3 Months
+7.62%
6 Months
+4.31%
YTD
+4.31%
1 Year
+11.95%
3 Years (annualized)
+10.96%
5 Years (annualized)
+6.74%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GATEX 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 Index(SPX)
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+3.47%
vs Peers
+0.84%

GATEX Mutual Fund Performance

GATEX performance across multiple time periods: 1-month -0.17%, YTD 4.31%, 1-year 11.95%, 3-year 10.96%, 5-year 6.74%, 10-year 6.73%.

GATEX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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