GIPAX Mutual Fund

GIPAX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
+0.31%
3 Months
-0.17%
6 Months
+1.20%
YTD
+3.69%
1 Year
+4.67%
3 Years (annualized)
+11.35%
5 Years (annualized)
+4.06%
10 Years (annualized)
+5.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPAX 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
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📉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
MSCI EAFE Net Total Return Index(MENTRI)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+5.30%
vs Peers
-1.61%

GIPAX Mutual Fund Performance

GIPAX performance across multiple time periods: 1-month 0.31%, YTD 3.69%, 1-year 4.67%, 3-year 11.35%, 5-year 4.06%, 10-year 5.53%.

GIPAX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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