GIKRX Mutual Fund

GIKRX Mutual Fund

NAV$24.10
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Returns Overview

1 Month
+0.84%
3 Months
+0.36%
6 Months
+0.91%
YTD
+1.80%
1 Year
+2.75%
3 Years (annualized)
+5.74%
5 Years (annualized)
+3.30%
10 Years (annualized)
+3.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIKRX 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
Bloomberg Barclays 1-3 Year US Aggregate Index(^BB3YUSAI)
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+0.72%
vs Peers
+1.08%

GIKRX Mutual Fund Performance

GIKRX performance across multiple time periods: 1-month 0.84%, YTD 1.80%, 1-year 2.75%, 3-year 5.74%, 5-year 3.30%, 10-year 3.09%.

GIKRX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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