GICAX Mutual Fund

GICAX Mutual Fund

NAV$18.89
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-2.67%
3 Months
+9.09%
6 Months
+12.18%
YTD
+11.02%
1 Year
+23.27%
3 Years (annualized)
+20.78%
5 Years (annualized)
+8.67%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GICAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index (Net)
This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+18.52%
vs Peers
-7.51%

GICAX Mutual Fund Performance

GICAX performance across multiple time periods: 1-month -2.67%, YTD 11.02%, 1-year 23.27%, 3-year 20.78%, 5-year 8.67%, 10-year 9.65%.

GICAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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