GAGEX Mutual Fund

NAV$33.28

Returns Overview

1 Month
+12.32%
3 Months
+2.97%
6 Months
+25.87%
YTD
+33.82%
1 Year
+33.78%
3 Years (annualized)
+14.09%
5 Years (annualized)
+15.51%
10 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAGEX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Energy Index(^MWDEN)
This Mutual Fund (YTD)
+33.82%
Peer Avg (YTD)
+14.02%
vs Peers
+19.79%

GAGEX Mutual Fund Performance

GAGEX performance across multiple time periods: 1-month 12.32%, YTD 33.82%, 1-year 33.78%, 3-year 14.09%, 5-year 15.51%, 10-year 6.01%.

GAGEX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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