GIPRX Mutual Fund

NAV$12.99

Returns Overview

1 Month
-0.76%
3 Months
+0.85%
6 Months
+1.41%
YTD
+2.85%
1 Year
+11.00%
3 Years (annualized)
+9.62%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPRX 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)
+2.85%
Peer Avg (YTD)
+5.87%
vs Peers
-3.02%

GIPRX Mutual Fund Performance

GIPRX performance across multiple time periods: 1-month -0.76%, YTD 2.85%, 1-year 11.00%, 3-year 9.62%, 5-year 4.11%, 10-year 5.60%.

GIPRX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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