GGEFX Mutual Fund

NAV$24.95
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Returns Overview

1 Month
-1.26%
3 Months
+6.70%
6 Months
-0.55%
YTD
-1.31%
1 Year
+4.57%
3 Years (annualized)
+14.70%
5 Years (annualized)
+13.11%
10 Years (annualized)
+15.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GGEFX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.31%
Peer Avg (YTD)
+9.51%
vs Peers
-10.81%

GGEFX Mutual Fund Performance

GGEFX performance across multiple time periods: 1-month -1.26%, YTD -1.31%, 1-year 4.57%, 3-year 14.70%, 5-year 13.11%, 10-year 15.78%.

GGEFX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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