GIFSX Mutual Fund

GIFSX Mutual Fund

NAV$23.19
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Returns Overview

1 Month
+0.68%
3 Months
+2.32%
6 Months
+2.22%
YTD
+2.17%
1 Year
+3.67%
3 Years (annualized)
+6.47%
5 Years (annualized)
+5.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIFSX 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)
+2.17%
Peer Avg (YTD)
+3.23%
vs Peers
-1.05%

GIFSX Mutual Fund Performance

GIFSX performance across multiple time periods: 1-month 0.68%, YTD 2.17%, 1-year 3.67%, 3-year 6.47%, 5-year 5.41%.

GIFSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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