GIOTX Mutual Fund

NAV$27.79

Returns Overview

1 Month
-0.44%
3 Months
+10.93%
6 Months
+17.62%
YTD
+16.30%
1 Year
+37.28%
3 Years (annualized)
+26.48%
5 Years (annualized)
+14.45%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIOTX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+16.30%
Peer Avg (YTD)
+8.71%
vs Peers
+7.58%

GIOTX Mutual Fund Performance

GIOTX performance across multiple time periods: 1-month -0.44%, YTD 16.30%, 1-year 37.28%, 3-year 26.48%, 5-year 14.45%, 10-year 12.16%.

GIOTX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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