GIMCX Mutual Fund

GIMCX Mutual Fund

NAV$10.39
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Returns Overview

1 Month
-0.68%
3 Months
+0.71%
6 Months
+1.69%
YTD
+2.60%
1 Year
+6.79%
3 Years (annualized)
+6.34%
5 Years (annualized)
+2.26%
10 Years (annualized)
+3.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIMCX 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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+3.39%
vs Peers
-0.79%

GIMCX Mutual Fund Performance

GIMCX performance across multiple time periods: 1-month -0.68%, YTD 2.60%, 1-year 6.79%, 3-year 6.34%, 5-year 2.26%, 10-year 3.77%.

GIMCX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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