GIPSX Mutual Fund

GIPSX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
-1.91%
3 Months
-1.62%
6 Months
+4.78%
YTD
+3.20%
1 Year
+4.75%
3 Years (annualized)
+10.10%
5 Years (annualized)
+4.04%
10 Years (annualized)
+5.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPSX 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
MSCI EAFE Net Total Return Index(MENTRI)
This Mutual Fund (YTD)
+3.20%
Peer Avg (YTD)
+4.96%
vs Peers
-1.76%

GIPSX Mutual Fund Performance

GIPSX performance across multiple time periods: 1-month -1.91%, YTD 3.20%, 1-year 4.75%, 3-year 10.10%, 5-year 4.04%, 10-year 5.49%.

GIPSX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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