GPITX Mutual Fund

NAV$17.19

Returns Overview

1 Month
-0.52%
3 Months
+1.72%
6 Months
+2.93%
YTD
+5.01%
1 Year
+16.51%
3 Years (annualized)
+13.74%
5 Years (annualized)
+6.94%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPITX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+5.87%
vs Peers
-0.86%

GPITX Mutual Fund Performance

GPITX performance across multiple time periods: 1-month -0.52%, YTD 5.01%, 1-year 16.51%, 3-year 13.74%, 5-year 6.94%, 10-year 8.48%.

GPITX 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.

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