GIRVX Mutual Fund

NAV$9.16

Returns Overview

1 Month
+0.66%
3 Months
-0.33%
6 Months
+3.27%
YTD
+6.76%
1 Year
+17.44%
3 Years (annualized)
+13.82%
5 Years (annualized)
+8.04%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIRVX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+6.76%
Peer Avg (YTD)
+8.61%
vs Peers
-1.85%

GIRVX Mutual Fund Performance

GIRVX performance across multiple time periods: 1-month 0.66%, YTD 6.76%, 1-year 17.44%, 3-year 13.82%, 5-year 8.04%, 10-year 7.31%.

GIRVX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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