GARIX Mutual Fund

GARIX Mutual Fund

NAV$24.54
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Returns Overview

1 Month
-0.20%
3 Months
+3.17%
6 Months
+9.32%
YTD
+14.86%
1 Year
+16.33%
3 Years (annualized)
+20.16%
5 Years (annualized)
+14.03%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GARIX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+14.86%
Peer Avg (YTD)
+6.14%
vs Peers
+8.72%

GARIX Mutual Fund Performance

GARIX performance across multiple time periods: 1-month -0.20%, YTD 14.86%, 1-year 16.33%, 3-year 20.16%, 5-year 14.03%, 10-year 10.27%.

GARIX returns outperform the peer average of 6.14% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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