GIYIX Mutual Fund

NAV$10.05

Returns Overview

1 Month
+0.37%
3 Months
+1.21%
6 Months
+2.00%
YTD
+2.00%
1 Year
+4.56%
3 Years (annualized)
+6.11%
5 Years (annualized)
+4.21%
10 Years (annualized)
-5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIYIX 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
Bloomberg Barclays 1-3 Month Treasury Bill Index(I00078US)
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+3.23%
vs Peers
-1.23%

GIYIX Mutual Fund Performance

GIYIX performance across multiple time periods: 1-month 0.37%, YTD 2.00%, 1-year 4.56%, 3-year 6.11%, 5-year 4.21%, 10-year -5.93%.

GIYIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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