GIMFX Mutual Fund

NAV$17.49

Returns Overview

1 Month
-1.84%
3 Months
+4.79%
6 Months
+11.36%
YTD
+10.56%
1 Year
+26.25%
3 Years (annualized)
+16.79%
5 Years (annualized)
+10.18%
10 Years (annualized)
+7.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIMFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Treasury Inflation Notes: 1-10 Year Index
This Mutual Fund (YTD)
+10.56%
Peer Avg (YTD)
+5.87%
vs Peers
+4.70%

GIMFX Mutual Fund Performance

GIMFX performance across multiple time periods: 1-month -1.84%, YTD 10.56%, 1-year 26.25%, 3-year 16.79%, 5-year 10.18%, 10-year 7.26%.

GIMFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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