GPARX Mutual Fund

NAV$10.50

Returns Overview

1 Month
-2.80%
3 Months
+0.88%
6 Months
+6.39%
YTD
+6.05%
1 Year
+10.36%
3 Years (annualized)
+7.36%
5 Years (annualized)
+2.55%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPARX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+6.05%
Peer Avg (YTD)
+5.87%
vs Peers
+0.19%

GPARX Mutual Fund Performance

GPARX performance across multiple time periods: 1-month -2.80%, YTD 6.05%, 1-year 10.36%, 3-year 7.36%, 5-year 2.55%, 10-year 3.12%.

GPARX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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