GEFPX Mutual Fund

GEFPX Mutual Fund

NAV$13.95
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Returns Overview

1 Month
-2.84%
3 Months
-8.46%
6 Months
-3.56%
YTD
-5.32%
1 Year
+8.52%
3 Years (annualized)
+11.65%
5 Years (annualized)
+14.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEFPX 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 Index Total Return
This Mutual Fund (YTD)
-5.32%
Peer Avg (YTD)
-1.90%
vs Peers
-3.42%

GEFPX Mutual Fund Performance

GEFPX performance across multiple time periods: 1-month -2.84%, YTD -5.32%, 1-year 8.52%, 3-year 11.65%, 5-year 14.33%.

GEFPX returns trail the peer average of -1.90% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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