GETGX Mutual Fund

NAV$50.97

Returns Overview

1 Month
+4.28%
3 Months
+9.50%
6 Months
+14.49%
YTD
+13.44%
1 Year
+17.93%
3 Years (annualized)
+10.68%
5 Years (annualized)
+7.87%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GETGX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.44%
Peer Avg (YTD)
+10.82%
vs Peers
+2.62%

GETGX Mutual Fund Performance

GETGX performance across multiple time periods: 1-month 4.28%, YTD 13.44%, 1-year 17.93%, 3-year 10.68%, 5-year 7.87%, 10-year 10.84%.

GETGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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