GIPTX Mutual Fund

NAV$12.99

Returns Overview

1 Month
+0.20%
3 Months
+6.67%
6 Months
+5.39%
YTD
+5.14%
1 Year
+11.38%
3 Years (annualized)
+10.08%
5 Years (annualized)
+4.60%
10 Years (annualized)
+6.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Net Total Return Index(MENTRI)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+5.87%
vs Peers
-0.73%

GIPTX Mutual Fund Performance

GIPTX performance across multiple time periods: 1-month 0.20%, YTD 5.14%, 1-year 11.38%, 3-year 10.08%, 5-year 4.60%, 10-year 6.11%.

GIPTX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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