GKIRX Mutual Fund

GKIRX Mutual Fund

NAV$28.32
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Returns Overview

1 Month
+0.49%
3 Months
+2.80%
6 Months
+5.07%
YTD
+6.47%
1 Year
+11.81%
3 Years (annualized)
+10.80%
5 Years (annualized)
+6.08%
10 Years (annualized)
+7.26%

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
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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)
+6.47%
Peer Avg (YTD)
+3.39%
vs Peers
+3.08%

GKIRX Mutual Fund Performance

GKIRX performance across multiple time periods: 1-month 0.49%, YTD 6.47%, 1-year 11.81%, 3-year 10.80%, 5-year 6.08%, 10-year 7.26%.

GKIRX returns outperform the peer average of 3.39% 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.