GIPSX Mutual Fund

NAV$13.28

Returns Overview

1 Month
-0.75%
3 Months
+0.84%
6 Months
+1.45%
YTD
+2.87%
1 Year
+11.07%
3 Years (annualized)
+9.70%
5 Years (annualized)
+4.21%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPSX 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)
+2.87%
Peer Avg (YTD)
+5.87%
vs Peers
-3.00%

GIPSX Mutual Fund Performance

GIPSX performance across multiple time periods: 1-month -0.75%, YTD 2.87%, 1-year 11.07%, 3-year 9.70%, 5-year 4.21%, 10-year 5.62%.

GIPSX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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