GADPX Mutual Fund

NAV$25.55

Returns Overview

1 Month
-1.28%
3 Months
+3.15%
6 Months
+6.81%
YTD
+9.47%
1 Year
+21.84%
3 Years (annualized)
+18.44%
5 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GADPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+9.13%
vs Peers
+0.34%

GADPX Mutual Fund Performance

GADPX performance across multiple time periods: 1-month -1.28%, YTD 9.47%, 1-year 21.84%, 3-year 18.44%, 5-year 9.97%.

GADPX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

GADPX performance comparison shows side-by-side returns with another fund. GADPX alternatives are available in the Mutual Fund Screener.