GPIOX Mutual Fund

GPIOX Mutual Fund

NAV$3.60
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Returns Overview

1 Month
-1.91%
3 Months
+1.12%
6 Months
+17.65%
YTD
+9.42%
1 Year
+7.80%
3 Years (annualized)
+6.06%
5 Years (annualized)
-4.62%
10 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPIOX 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)
+9.42%
Peer Avg (YTD)
+7.86%
vs Peers
+1.56%

GPIOX Mutual Fund Performance

GPIOX performance across multiple time periods: 1-month -1.91%, YTD 9.42%, 1-year 7.80%, 3-year 6.06%, 5-year -4.62%, 10-year 5.82%.

GPIOX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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