GPAFX Mutual Fund

NAV$66.94

Returns Overview

1 Month
+0.71%
3 Months
+4.91%
6 Months
+5.84%
YTD
+5.28%
1 Year
+27.54%
3 Years (annualized)
+20.34%
5 Years (annualized)
+12.90%
10 Years (annualized)
+12.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPAFX 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)
+5.28%
Peer Avg (YTD)
+9.49%
vs Peers
-4.21%

GPAFX Mutual Fund Performance

GPAFX performance across multiple time periods: 1-month 0.71%, YTD 5.28%, 1-year 27.54%, 3-year 20.34%, 5-year 12.90%, 10-year 12.53%.

GPAFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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