GIFSX Mutual Fund

GIFSX Mutual Fund

NAV$22.92
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Returns Overview

1 Month
+0.65%
3 Months
+2.86%
6 Months
+5.39%
YTD
+3.13%
1 Year
+4.28%
3 Years (annualized)
+6.46%
5 Years (annualized)
+5.88%
10 Years (annualized)
+4.57%

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)
+3.13%
Peer Avg (YTD)
+2.15%
vs Peers
+0.98%

GIFSX Mutual Fund Performance

GIFSX performance across multiple time periods: 1-month 0.65%, YTD 3.13%, 1-year 4.28%, 3-year 6.46%, 5-year 5.88%, 10-year 4.57%.

GIFSX returns outperform the peer average of 2.15% 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.