GISYX Mutual Fund

GISYX Mutual Fund

NAV$20.10
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Returns Overview

1 Month
-2.01%
3 Months
-4.08%
6 Months
+14.18%
YTD
+12.89%
1 Year
+13.34%
3 Years (annualized)
+8.60%
5 Years (annualized)
-4.00%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GISYX 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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+12.89%
Peer Avg (YTD)
+7.86%
vs Peers
+5.02%

GISYX Mutual Fund Performance

GISYX performance across multiple time periods: 1-month -2.01%, YTD 12.89%, 1-year 13.34%, 3-year 8.60%, 5-year -4.00%, 10-year 7.32%.

GISYX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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