GEIAX Mutual Fund

NAV$9.54
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Returns Overview

1 Month
+0.10%
3 Months
+0.83%
6 Months
+1.25%
YTD
+1.25%
1 Year
+3.47%
3 Years (annualized)
+4.76%
5 Years (annualized)
+2.95%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEIAX 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
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📉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

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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
ICE Bank of America Merrill Lynch 1 Year US Treasury Note Index(^IBML1YUTRSN)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+3.23%
vs Peers
-1.98%

GEIAX Mutual Fund Performance

GEIAX performance across multiple time periods: 1-month 0.10%, YTD 1.25%, 1-year 3.47%, 3-year 4.76%, 5-year 2.95%, 10-year 2.33%.

GEIAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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