GPGEX Mutual Fund

NAV$10.14

Returns Overview

1 Month
-0.98%
3 Months
+3.36%
6 Months
+9.15%
YTD
+16.42%
1 Year
+20.33%
3 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPGEX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+16.42%
Peer Avg (YTD)
+9.16%
vs Peers
+7.26%

GPGEX Mutual Fund Performance

GPGEX performance across multiple time periods: 1-month -0.98%, YTD 16.42%, 1-year 20.33%, 3-year 12.14%.

GPGEX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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