GIPIX Mutual Fund

NAV$13.06

Returns Overview

1 Month
-0.76%
3 Months
+0.77%
6 Months
+1.40%
YTD
+2.92%
1 Year
+11.50%
3 Years (annualized)
+10.20%
5 Years (annualized)
+4.71%
10 Years (annualized)
+6.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPIX 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
MSCI EAFE Net Total Return Index(MENTRI)
This Mutual Fund (YTD)
+2.92%
Peer Avg (YTD)
+5.87%
vs Peers
-2.95%

GIPIX Mutual Fund Performance

GIPIX performance across multiple time periods: 1-month -0.76%, YTD 2.92%, 1-year 11.50%, 3-year 10.20%, 5-year 4.71%, 10-year 6.24%.

GIPIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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