GPARX Mutual Fund

GPARX Mutual Fund

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Returns Overview

1 Month
+4.12%
3 Months
+2.83%
6 Months
+6.99%
YTD
+12.19%
1 Year
+15.50%
3 Years (annualized)
+4.78%
5 Years (annualized)
+0.09%
10 Years (annualized)
+0.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPARX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+12.19%
Peer Avg (YTD)
+6.28%
vs Peers
+5.91%

GPARX Mutual Fund Performance

GPARX performance across multiple time periods: 1-month 4.12%, YTD 12.19%, 1-year 15.50%, 3-year 4.78%, 5-year 0.09%, 10-year 0.50%.

GPARX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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