GIMCX Mutual Fund

NAV$10.41

Returns Overview

1 Month
+0.13%
3 Months
+3.82%
6 Months
+3.40%
YTD
+3.29%
1 Year
+7.73%
3 Years (annualized)
+6.80%
5 Years (annualized)
+2.59%
10 Years (annualized)
+3.95%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+3.29%
Peer Avg (YTD)
+4.14%
vs Peers
-0.85%

GIMCX Mutual Fund Performance

GIMCX performance across multiple time periods: 1-month 0.13%, YTD 3.29%, 1-year 7.73%, 3-year 6.80%, 5-year 2.59%, 10-year 3.95%.

GIMCX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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