GIMSX Mutual Fund

NAV$4.01

Returns Overview

1 Month
+0.29%
3 Months
+2.68%
6 Months
+2.10%
YTD
+2.10%
1 Year
+7.39%
3 Years (annualized)
+12.20%
5 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIMSX 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
J.P. Morgan Corporate Emerging Markets Bond Index
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+3.07%
vs Peers
-0.97%

GIMSX Mutual Fund Performance

GIMSX performance across multiple time periods: 1-month 0.29%, YTD 2.10%, 1-year 7.39%, 3-year 12.20%, 5-year 6.06%.

GIMSX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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