GHAIX Mutual Fund

NAV$59.16

Returns Overview

1 Month
-8.45%
3 Months
-8.25%
6 Months
+6.76%
YTD
+4.93%
1 Year
+28.49%
3 Years (annualized)
+13.12%
5 Years (annualized)
+8.19%
10 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GHAIX 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 AC World Daily Total Return Gross USD Index(GDUEACWF)
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+11.40%
vs Peers
-6.47%

GHAIX Mutual Fund Performance

GHAIX performance across multiple time periods: 1-month -8.45%, YTD 4.93%, 1-year 28.49%, 3-year 13.12%, 5-year 8.19%, 10-year 6.30%.

GHAIX returns trail the peer average of 11.40% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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