GPGEX Mutual Fund

GPGEX Mutual Fund

NAV$9.85
See how much of GPGEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.29%
3 Months
-2.45%
6 Months
+1.63%
YTD
+14.35%
1 Year
+15.64%
3 Years (annualized)
+15.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPGEX 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
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+14.35%
Peer Avg (YTD)
+7.47%
vs Peers
+6.88%

GPGEX Mutual Fund Performance

GPGEX performance across multiple time periods: 1-month -1.29%, YTD 14.35%, 1-year 15.64%, 3-year 15.33%.

GPGEX returns outperform the peer average of 7.47% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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