GIXIX Mutual Fund

NAV$11.63

Returns Overview

1 Month
+2.29%
3 Months
+3.93%
6 Months
+5.73%
YTD
+10.03%
1 Year
+19.91%
3 Years (annualized)
+16.24%
5 Years (annualized)
+8.98%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIXIX 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 Index(MEAFE)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+9.13%
vs Peers
+0.90%

GIXIX Mutual Fund Performance

GIXIX performance across multiple time periods: 1-month 2.29%, YTD 10.03%, 1-year 19.91%, 3-year 16.24%, 5-year 8.98%, 10-year 9.38%.

GIXIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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