GETGX Mutual Fund

GETGX Mutual Fund

NAV$48.37
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Returns Overview

1 Month
-5.80%
3 Months
-5.31%
6 Months
+3.69%
YTD
+7.41%
1 Year
+7.87%
3 Years (annualized)
+10.30%
5 Years (annualized)
+6.98%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GETGX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+6.72%
vs Peers
+0.69%

GETGX Mutual Fund Performance

GETGX performance across multiple time periods: 1-month -5.80%, YTD 7.41%, 1-year 7.87%, 3-year 10.30%, 5-year 6.98%, 10-year 10.35%.

GETGX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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