GICAX Mutual Fund

GICAX Mutual Fund

NAV$18.78
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Returns Overview

1 Month
+0.05%
3 Months
+1.78%
6 Months
+4.35%
YTD
+12.24%
1 Year
+28.10%
3 Years (annualized)
+20.56%
5 Years (annualized)
+8.70%
10 Years (annualized)
+9.39%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+12.24%
Peer Avg (YTD)
+15.31%
vs Peers
-3.07%

GICAX Mutual Fund Performance

GICAX performance across multiple time periods: 1-month 0.05%, YTD 12.24%, 1-year 28.10%, 3-year 20.56%, 5-year 8.70%, 10-year 9.39%.

GICAX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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