GFAFX Mutual Fund

NAV$85.46

Returns Overview

1 Month
-0.56%
3 Months
+19.01%
6 Months
+9.39%
YTD
+8.81%
1 Year
+18.80%
3 Years (annualized)
+20.60%
5 Years (annualized)
+11.61%
10 Years (annualized)
+16.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFAFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+8.97%
vs Peers
-0.16%

GFAFX Mutual Fund Performance

GFAFX performance across multiple time periods: 1-month -0.56%, YTD 8.81%, 1-year 18.80%, 3-year 20.60%, 5-year 11.61%, 10-year 16.18%.

GFAFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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