GILAX Mutual Fund

NAV$14.91

Returns Overview

1 Month
+1.77%
3 Months
+6.62%
6 Months
+5.60%
YTD
+4.75%
1 Year
+17.54%
3 Years (annualized)
+16.39%
5 Years (annualized)
+9.37%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GILAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.75%
Peer Avg (YTD)
+9.49%
vs Peers
-4.74%

GILAX Mutual Fund Performance

GILAX performance across multiple time periods: 1-month 1.77%, YTD 4.75%, 1-year 17.54%, 3-year 16.39%, 5-year 9.37%, 10-year 9.73%.

GILAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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