GIRVX Mutual Fund

GIRVX Mutual Fund

NAV$9.14
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Returns Overview

1 Month
-3.03%
3 Months
+3.94%
6 Months
+4.14%
YTD
+13.95%
1 Year
+20.46%
3 Years (annualized)
+15.74%
5 Years (annualized)
+8.59%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIRVX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+13.95%
Peer Avg (YTD)
+11.10%
vs Peers
+2.85%

GIRVX Mutual Fund Performance

GIRVX performance across multiple time periods: 1-month -3.03%, YTD 13.95%, 1-year 20.46%, 3-year 15.74%, 5-year 8.59%, 10-year 7.31%.

GIRVX returns outperform the peer average of 11.10% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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