GATEX Mutual Fund

GATEX Mutual Fund

NAV$54.91
See how much of GATEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.19%
3 Months
+1.84%
6 Months
+9.60%
YTD
+6.24%
1 Year
+8.82%
3 Years (annualized)
+11.22%
5 Years (annualized)
+6.69%
10 Years (annualized)
+6.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GATEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.24%
Peer Avg (YTD)
+5.40%
vs Peers
+0.83%

GATEX Mutual Fund Performance

GATEX performance across multiple time periods: 1-month 0.19%, YTD 6.24%, 1-year 8.82%, 3-year 11.22%, 5-year 6.69%, 10-year 6.74%.

GATEX returns outperform the peer average of 5.40% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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