GAPUX Mutual Fund

GAPUX Mutual Fund

NAV$26.27
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Returns Overview

1 Month
-1.51%
3 Months
+0.31%
6 Months
+14.67%
YTD
+11.24%
1 Year
+15.86%
3 Years (annualized)
+20.05%
5 Years (annualized)
+10.25%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAPUX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+9.29%
vs Peers
+1.95%

GAPUX Mutual Fund Performance

GAPUX performance across multiple time periods: 1-month -1.51%, YTD 11.24%, 1-year 15.86%, 3-year 20.05%, 5-year 10.25%, 10-year 12.19%.

GAPUX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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