GAGIX Mutual Fund

GAGIX Mutual Fund

NAV$37.65
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Returns Overview

1 Month
-4.49%
3 Months
+0.21%
6 Months
+6.00%
YTD
+4.53%
1 Year
+6.63%
3 Years (annualized)
+12.88%
5 Years (annualized)
+5.89%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAGIX 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
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📉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
ICE Bank of America Merrill Lynch Global 300 Convertible Index(^IBMLG300C)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+4.96%
vs Peers
-0.44%

GAGIX Mutual Fund Performance

GAGIX performance across multiple time periods: 1-month -4.49%, YTD 4.53%, 1-year 6.63%, 3-year 12.88%, 5-year 5.89%, 10-year 7.72%.

GAGIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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