GKIRX Mutual Fund

GKIRX Mutual Fund

NAV$28.43
See how much of GKIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.87%
3 Months
-0.08%
6 Months
+2.72%
YTD
+6.38%
1 Year
+8.16%
3 Years (annualized)
+12.96%
5 Years (annualized)
+5.91%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GKIRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+2.95%
vs Peers
+3.43%

GKIRX Mutual Fund Performance

GKIRX performance across multiple time periods: 1-month 1.87%, YTD 6.38%, 1-year 8.16%, 3-year 12.96%, 5-year 5.91%, 10-year 7.14%.

GKIRX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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