GIKRX Mutual Fund

GIKRX Mutual Fund

NAV$24.17
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Returns Overview

1 Month
-0.85%
3 Months
-0.26%
6 Months
+0.58%
YTD
+0.96%
1 Year
+2.33%
3 Years (annualized)
+5.72%
5 Years (annualized)
+3.14%
10 Years (annualized)
+3.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIKRX 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
Bloomberg Barclays 1-3 Year US Aggregate Index(^BB3YUSAI)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+0.50%
vs Peers
+0.46%

GIKRX Mutual Fund Performance

GIKRX performance across multiple time periods: 1-month -0.85%, YTD 0.96%, 1-year 2.33%, 3-year 5.72%, 5-year 3.14%, 10-year 3.18%.

GIKRX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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