GXXAX Mutual Fund

GXXAX Mutual Fund

NAV$13.18

Returns Overview

1 Month
-1.10%
3 Months
+11.91%
6 Months
+3.54%
YTD
+3.28%
1 Year
+6.95%
3 Years (annualized)
+7.02%
5 Years (annualized)
+7.10%
10 Years (annualized)
+13.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GXXAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+8.97%
vs Peers
-5.69%

GXXAX Mutual Fund Performance

GXXAX performance across multiple time periods: 1-month -1.10%, YTD 3.28%, 1-year 6.95%, 3-year 7.02%, 5-year 7.10%, 10-year 13.57%.

GXXAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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