GFGEX Mutual Fund

NAV$10.10

Returns Overview

1 Month
-0.64%
3 Months
-1.27%
6 Months
-1.56%
YTD
-0.62%
1 Year
-3.14%
3 Years (annualized)
+9.29%
5 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFGEX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-0.62%
Peer Avg (YTD)
+11.12%
vs Peers
-11.74%

GFGEX Mutual Fund Performance

GFGEX performance across multiple time periods: 1-month -0.64%, YTD -0.62%, 1-year -3.14%, 3-year 9.29%, 5-year 6.41%.

GFGEX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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