GFIRX Mutual Fund

NAV$9.92

Returns Overview

1 Month
-0.71%
3 Months
+5.19%
6 Months
+5.42%
YTD
+4.74%
1 Year
+15.28%
3 Years (annualized)
-0.97%
5 Years (annualized)
+3.34%
10 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFIRX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+4.74%
Peer Avg (YTD)
+3.47%
vs Peers
+1.26%

GFIRX Mutual Fund Performance

GFIRX performance across multiple time periods: 1-month -0.71%, YTD 4.74%, 1-year 15.28%, 3-year -0.97%, 5-year 3.34%, 10-year 3.03%.

GFIRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

GFIRX performance comparison shows side-by-side returns with another fund. GFIRX alternatives are available in the Mutual Fund Screener.