GEADX Mutual Fund

NAV$9.54

Returns Overview

1 Month
+0.20%
3 Months
+0.93%
6 Months
+1.34%
YTD
+1.34%
1 Year
+3.56%
3 Years (annualized)
+4.77%
5 Years (annualized)
+2.95%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEADX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1 Year US Treasury Note Index(^IBML1YUTRSN)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+3.23%
vs Peers
-1.88%

GEADX Mutual Fund Performance

GEADX performance across multiple time periods: 1-month 0.20%, YTD 1.34%, 1-year 3.56%, 3-year 4.77%, 5-year 2.95%, 10-year 2.33%.

GEADX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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