GILLX Mutual Fund

GILLX Mutual Fund

NAV$23.74
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Returns Overview

1 Month
+1.81%
3 Months
+6.87%
6 Months
+20.43%
YTD
+13.22%
1 Year
+18.69%
3 Years (annualized)
+21.56%
5 Years (annualized)
+16.95%
10 Years (annualized)
+14.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GILLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.22%
Peer Avg (YTD)
+13.04%
vs Peers
+0.18%

GILLX Mutual Fund Performance

GILLX performance across multiple time periods: 1-month 1.81%, YTD 13.22%, 1-year 18.69%, 3-year 21.56%, 5-year 16.95%, 10-year 14.44%.

GILLX returns outperform the peer average of 13.04% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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