GIARX Mutual Fund

NAV$9.31

Returns Overview

1 Month
-1.33%
3 Months
-0.79%
6 Months
+5.34%
YTD
-0.43%
1 Year
+2.90%
3 Years (annualized)
-1.37%
5 Years (annualized)
+0.80%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIARX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+2.11%
vs Peers
-2.54%

GIARX Mutual Fund Performance

GIARX performance across multiple time periods: 1-month -1.33%, YTD -0.43%, 1-year 2.90%, 3-year -1.37%, 5-year 0.80%, 10-year 2.25%.

GIARX returns trail the peer average of 2.11% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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