GXXIX Mutual Fund

GXXIX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
-1.04%
3 Months
+12.05%
6 Months
+3.62%
YTD
+3.39%
1 Year
+7.24%
3 Years (annualized)
+7.27%
5 Years (annualized)
+6.97%
10 Years (annualized)
+13.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GXXIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.39%
Peer Avg (YTD)
+8.97%
vs Peers
-5.58%

GXXIX Mutual Fund Performance

GXXIX performance across multiple time periods: 1-month -1.04%, YTD 3.39%, 1-year 7.24%, 3-year 7.27%, 5-year 6.97%, 10-year 13.53%.

GXXIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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