GATEX Mutual Fund

GATEX Mutual Fund

NAV$53.72
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Returns Overview

1 Month
-0.50%
3 Months
+1.16%
6 Months
+3.29%
YTD
+5.71%
1 Year
+6.42%
3 Years (annualized)
+12.44%
5 Years (annualized)
+6.46%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GATEX 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)
+5.71%
Peer Avg (YTD)
+3.05%
vs Peers
+2.66%

GATEX Mutual Fund Performance

GATEX performance across multiple time periods: 1-month -0.50%, YTD 5.71%, 1-year 6.42%, 3-year 12.44%, 5-year 6.46%, 10-year 6.69%.

GATEX returns outperform the peer average of 3.05% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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