GIPTX Mutual Fund

GIPTX Mutual Fund

NAV$12.95
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Returns Overview

1 Month
-1.85%
3 Months
-1.56%
6 Months
+5.01%
YTD
+3.50%
1 Year
+5.95%
3 Years (annualized)
+10.20%
5 Years (annualized)
+4.26%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPTX 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
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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)
+3.50%
Peer Avg (YTD)
+4.96%
vs Peers
-1.46%

GIPTX Mutual Fund Performance

GIPTX performance across multiple time periods: 1-month -1.85%, YTD 3.50%, 1-year 5.95%, 3-year 10.20%, 5-year 4.26%, 10-year 5.84%.

GIPTX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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