GKIRX Mutual Fund

GKIRX Mutual Fund

NAV$28.12
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Returns Overview

1 Month
-2.90%
3 Months
-1.44%
6 Months
+4.08%
YTD
+4.42%
1 Year
+6.12%
3 Years (annualized)
+11.48%
5 Years (annualized)
+6.05%
10 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GKIRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+2.46%
vs Peers
+1.97%

GKIRX Mutual Fund Performance

GKIRX performance across multiple time periods: 1-month -2.90%, YTD 4.42%, 1-year 6.12%, 3-year 11.48%, 5-year 6.05%, 10-year 7.22%.

GKIRX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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