GXXIX Mutual Fund

GXXIX Mutual Fund

NAV$14.83
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Returns Overview

1 Month
+0.70%
3 Months
+1.55%
6 Months
+4.49%
YTD
+4.12%
1 Year
+5.98%
3 Years (annualized)
+6.96%
5 Years (annualized)
+1.74%
10 Years (annualized)
+9.84%

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)
+4.12%
Peer Avg (YTD)
+6.23%
vs Peers
-2.12%

GXXIX Mutual Fund Performance

GXXIX performance across multiple time periods: 1-month 0.70%, YTD 4.12%, 1-year 5.98%, 3-year 6.96%, 5-year 1.74%, 10-year 9.84%.

GXXIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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