GAGEX Mutual Fund

GAGEX Mutual Fund

NAV$36.15
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Returns Overview

1 Month
-2.87%
3 Months
+15.02%
6 Months
+0.56%
YTD
+36.07%
1 Year
+42.01%
3 Years (annualized)
+17.01%
5 Years (annualized)
+21.23%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAGEX 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
MSCI World Energy Index(^MWDEN)
This Mutual Fund (YTD)
+36.07%
Peer Avg (YTD)
+19.29%
vs Peers
+16.78%

GAGEX Mutual Fund Performance

GAGEX performance across multiple time periods: 1-month -2.87%, YTD 36.07%, 1-year 42.01%, 3-year 17.01%, 5-year 21.23%, 10-year 8.01%.

GAGEX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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