GABEX Mutual Fund

GABEX Mutual Fund

NAV$4.41
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Returns Overview

1 Month
-4.54%
3 Months
+0.34%
6 Months
+7.12%
YTD
+8.59%
1 Year
+11.89%
3 Years (annualized)
+17.49%
5 Years (annualized)
+13.57%
10 Years (annualized)
+18.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GABEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+9.98%
vs Peers
-1.40%

GABEX Mutual Fund Performance

GABEX performance across multiple time periods: 1-month -4.54%, YTD 8.59%, 1-year 11.89%, 3-year 17.49%, 5-year 13.57%, 10-year 18.06%.

GABEX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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