GPIGX Mutual Fund

GPIGX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
-4.31%
3 Months
-0.45%
6 Months
+5.24%
YTD
+9.13%
1 Year
+11.81%
3 Years (annualized)
+14.88%
5 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPIGX 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 USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+10.00%
vs Peers
-0.87%

GPIGX Mutual Fund Performance

GPIGX performance across multiple time periods: 1-month -4.31%, YTD 9.13%, 1-year 11.81%, 3-year 14.88%, 5-year 9.24%.

GPIGX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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