GIFIX Mutual Fund

GIFIX Mutual Fund

NAV$22.84
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Returns Overview

1 Month
-0.41%
3 Months
+0.90%
6 Months
+3.23%
YTD
+2.67%
1 Year
+3.65%
3 Years (annualized)
+5.88%
5 Years (annualized)
+5.51%
10 Years (annualized)
+4.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIFIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.67%
Peer Avg (YTD)
+0.50%
vs Peers
+2.17%

GIFIX Mutual Fund Performance

GIFIX performance across multiple time periods: 1-month -0.41%, YTD 2.67%, 1-year 3.65%, 3-year 5.88%, 5-year 5.51%, 10-year 4.52%.

GIFIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

GIFIX vs another fund shows side-by-side returns. GIFIX alternatives are available in the Mutual Fund Screener.