GGKPX Mutual Fund

NAV$28.61

Returns Overview

1 Month
+0.25%
3 Months
+1.81%
6 Months
+2.58%
YTD
+4.00%
1 Year
+11.96%
3 Years (annualized)
+11.17%
5 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GGKPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+4.14%
vs Peers
-0.14%

GGKPX Mutual Fund Performance

GGKPX performance across multiple time periods: 1-month 0.25%, YTD 4.00%, 1-year 11.96%, 3-year 11.17%, 5-year 6.23%.

GGKPX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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