GILHX Mutual Fund

GILHX Mutual Fund

NAV$24.18
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Returns Overview

1 Month
-0.85%
3 Months
-0.26%
6 Months
+0.56%
YTD
+0.93%
1 Year
+2.27%
3 Years (annualized)
+5.66%
5 Years (annualized)
+3.10%
10 Years (annualized)
+3.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GILHX 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)
+0.93%
Peer Avg (YTD)
+0.50%
vs Peers
+0.43%

GILHX Mutual Fund Performance

GILHX performance across multiple time periods: 1-month -0.85%, YTD 0.93%, 1-year 2.27%, 3-year 5.66%, 5-year 3.10%, 10-year 3.11%.

GILHX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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