GPKAX Mutual Fund

NAV$11.89

Returns Overview

1 Month
-2.26%
3 Months
+5.80%
6 Months
+6.77%
YTD
+5.90%
1 Year
+21.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPKAX 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
Bloomberg 1-3 Year US Treasury Bond Index
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+5.93%
vs Peers
-0.04%

GPKAX Mutual Fund Performance

GPKAX performance across multiple time periods: 1-month -2.26%, YTD 5.90%, 1-year 21.23%.

GPKAX returns trail the peer average of 5.93% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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