GKIRX Mutual Fund

NAV$28.85

Returns Overview

1 Month
+1.34%
3 Months
+5.60%
6 Months
+6.30%
YTD
+5.95%
1 Year
+11.92%
3 Years (annualized)
+11.09%
5 Years (annualized)
+6.13%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GKIRX 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)
+5.95%
Peer Avg (YTD)
+4.14%
vs Peers
+1.80%

GKIRX Mutual Fund Performance

GKIRX performance across multiple time periods: 1-month 1.34%, YTD 5.95%, 1-year 11.92%, 3-year 11.09%, 5-year 6.13%, 10-year 7.40%.

GKIRX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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