GIFCX Mutual Fund

GIFCX Mutual Fund

NAV$22.72
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Returns Overview

1 Month
-1.00%
3 Months
-0.92%
6 Months
+0.78%
YTD
+0.89%
1 Year
+1.58%
3 Years (annualized)
+4.26%
5 Years (annualized)
+3.99%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIFCX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+1.93%
vs Peers
-1.04%

GIFCX Mutual Fund Performance

GIFCX performance across multiple time periods: 1-month -1.00%, YTD 0.89%, 1-year 1.58%, 3-year 4.26%, 5-year 3.99%, 10-year 3.27%.

GIFCX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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