GICAX Mutual Fund

GICAX Mutual Fund

NAV$18.25
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Returns Overview

1 Month
-2.75%
3 Months
+0.71%
6 Months
+9.87%
YTD
+11.81%
1 Year
+18.46%
3 Years (annualized)
+21.94%
5 Years (annualized)
+8.50%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GICAX 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 EAFE Small Cap Index (Net)
This Mutual Fund (YTD)
+11.81%
Peer Avg (YTD)
+10.34%
vs Peers
+1.47%

GICAX Mutual Fund Performance

GICAX performance across multiple time periods: 1-month -2.75%, YTD 11.81%, 1-year 18.46%, 3-year 21.94%, 5-year 8.50%, 10-year 9.39%.

GICAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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