GILPX Mutual Fund

GILPX Mutual Fund

NAV$24.15
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Returns Overview

1 Month
+0.36%
3 Months
+0.67%
6 Months
+0.82%
YTD
+1.62%
1 Year
+3.31%
3 Years (annualized)
+5.39%
5 Years (annualized)
+2.84%
10 Years (annualized)
+2.82%

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
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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
Bloomberg Barclays 1-3 Year US Aggregate Index(^BB3YUSAI)
This Mutual Fund (YTD)
+1.62%
Peer Avg (YTD)
+2.15%
vs Peers
-0.53%

GILPX Mutual Fund Performance

GILPX performance across multiple time periods: 1-month 0.36%, YTD 1.62%, 1-year 3.31%, 3-year 5.39%, 5-year 2.84%, 10-year 2.82%.

GILPX returns trail the peer average of 2.15% 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.