GILPX Mutual Fund

GILPX Mutual Fund

NAV$24.10
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Returns Overview

1 Month
+0.77%
3 Months
+0.30%
6 Months
+0.77%
YTD
+1.56%
1 Year
+2.44%
3 Years (annualized)
+5.40%
5 Years (annualized)
+2.91%
10 Years (annualized)
+2.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GILPX 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
PROUpgrade to run
🏦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
Bloomberg Barclays 1-3 Year US Aggregate Index(^BB3YUSAI)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+0.72%
vs Peers
+0.84%

GILPX Mutual Fund Performance

GILPX performance across multiple time periods: 1-month 0.77%, YTD 1.56%, 1-year 2.44%, 3-year 5.40%, 5-year 2.91%, 10-year 2.74%.

GILPX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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