GIPRX Mutual Fund

GIPRX Mutual Fund

NAV$13.12
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Returns Overview

1 Month
-1.07%
3 Months
+1.40%
6 Months
+2.55%
YTD
+3.77%
1 Year
+10.38%
3 Years (annualized)
+8.73%
5 Years (annualized)
+3.71%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPRX 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)
+3.77%
Peer Avg (YTD)
+5.54%
vs Peers
-1.77%

GIPRX Mutual Fund Performance

GIPRX performance across multiple time periods: 1-month -1.07%, YTD 3.77%, 1-year 10.38%, 3-year 8.73%, 5-year 3.71%, 10-year 5.23%.

GIPRX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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