GINDX Mutual Fund

NAV$35.66

Returns Overview

1 Month
+4.39%
3 Months
+4.09%
6 Months
+7.83%
YTD
+8.39%
1 Year
+17.84%
3 Years (annualized)
+21.02%
5 Years (annualized)
+15.25%
10 Years (annualized)
+15.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GINDX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+9.51%
vs Peers
-1.12%

GINDX Mutual Fund Performance

GINDX performance across multiple time periods: 1-month 4.39%, YTD 8.39%, 1-year 17.84%, 3-year 21.02%, 5-year 15.25%, 10-year 15.84%.

GINDX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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