GEGTX Mutual Fund

GEGTX Mutual Fund

NAV$86.95
See how much of GEGTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.03%
3 Months
+1.42%
6 Months
+4.67%
YTD
+3.63%
1 Year
+10.73%
3 Years (annualized)
+19.27%
5 Years (annualized)
+10.54%
10 Years (annualized)
+16.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEGTX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+6.23%
vs Peers
-2.60%

GEGTX Mutual Fund Performance

GEGTX performance across multiple time periods: 1-month -3.03%, YTD 3.63%, 1-year 10.73%, 3-year 19.27%, 5-year 10.54%, 10-year 16.19%.

GEGTX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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