GIPUX Mutual Fund

NAV$13.07

Returns Overview

1 Month
-1.06%
3 Months
+0.85%
6 Months
+1.55%
YTD
+2.91%
1 Year
+11.50%
3 Years (annualized)
+10.23%
5 Years (annualized)
+4.72%
10 Years (annualized)
+6.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPUX 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)
+2.91%
Peer Avg (YTD)
+5.87%
vs Peers
-2.95%

GIPUX Mutual Fund Performance

GIPUX performance across multiple time periods: 1-month -1.06%, YTD 2.91%, 1-year 11.50%, 3-year 10.23%, 5-year 4.72%, 10-year 6.25%.

GIPUX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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