GIFRX Mutual Fund

GIFRX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
+0.13%
3 Months
+1.10%
6 Months
+0.84%
YTD
+0.84%
1 Year
+3.59%
3 Years (annualized)
+5.08%
5 Years (annualized)
+1.99%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIFRX 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
Goldman Sachs Short Duration Bond Fund Composite Index
This Mutual Fund (YTD)
+0.84%
Peer Avg (YTD)
+3.23%
vs Peers
-2.39%

GIFRX Mutual Fund Performance

GIFRX performance across multiple time periods: 1-month 0.13%, YTD 0.84%, 1-year 3.59%, 3-year 5.08%, 5-year 1.99%, 10-year 2.08%.

GIFRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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