GIPUX Mutual Fund

GIPUX Mutual Fund

NAV$13.02
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Returns Overview

1 Month
-1.81%
3 Months
-1.51%
6 Months
+5.04%
YTD
+3.65%
1 Year
+6.12%
3 Years (annualized)
+10.32%
5 Years (annualized)
+4.38%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPUX 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)
+3.65%
Peer Avg (YTD)
+4.96%
vs Peers
-1.31%

GIPUX Mutual Fund Performance

GIPUX performance across multiple time periods: 1-month -1.81%, YTD 3.65%, 1-year 6.12%, 3-year 10.32%, 5-year 4.38%, 10-year 5.98%.

GIPUX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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