GILFX Mutual Fund

GILFX Mutual Fund

NAV$24.16
See how much of GILFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.89%
3 Months
-0.51%
6 Months
+0.06%
YTD
+0.18%
1 Year
+1.26%
3 Years (annualized)
+4.61%
5 Years (annualized)
+2.09%
10 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GILFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Aggregate Index(^BB3YUSAI)
This Mutual Fund (YTD)
+0.18%
Peer Avg (YTD)
+0.50%
vs Peers
-0.32%

GILFX Mutual Fund Performance

GILFX performance across multiple time periods: 1-month -0.89%, YTD 0.18%, 1-year 1.26%, 3-year 4.61%, 5-year 2.09%, 10-year 2.09%.

GILFX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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