GIFFX Mutual Fund

GIFFX Mutual Fund

NAV$25.71
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Returns Overview

1 Month
+2.20%
3 Months
+3.46%
6 Months
+7.09%
YTD
+9.93%
1 Year
+19.76%
3 Years (annualized)
+15.98%
5 Years (annualized)
+11.43%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIFFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.93%
Peer Avg (YTD)
+11.41%
vs Peers
-1.49%

GIFFX Mutual Fund Performance

GIFFX performance across multiple time periods: 1-month 2.20%, YTD 9.93%, 1-year 19.76%, 3-year 15.98%, 5-year 11.43%, 10-year 11.71%.

GIFFX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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