GEICX Mutual Fund

NAV$6.65

Returns Overview

1 Month
+2.28%
3 Months
+6.57%
6 Months
+8.61%
YTD
+7.84%
1 Year
+17.24%
3 Years (annualized)
+14.88%
5 Years (annualized)
+2.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEICX 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)
+7.84%
Peer Avg (YTD)
+9.51%
vs Peers
-1.67%

GEICX Mutual Fund Performance

GEICX performance across multiple time periods: 1-month 2.28%, YTD 7.84%, 1-year 17.24%, 3-year 14.88%, 5-year 2.12%.

GEICX returns trail the peer average of 9.51% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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