GIPRX Mutual Fund

GIPRX Mutual Fund

NAV$12.94
See how much of GIPRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.31%
3 Months
-0.31%
6 Months
+1.08%
YTD
+3.45%
1 Year
+4.45%
3 Years (annualized)
+11.05%
5 Years (annualized)
+3.79%
10 Years (annualized)
+5.28%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Net Total Return Index(MENTRI)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+5.30%
vs Peers
-1.86%

GIPRX Mutual Fund Performance

GIPRX performance across multiple time periods: 1-month 0.31%, YTD 3.45%, 1-year 4.45%, 3-year 11.05%, 5-year 3.79%, 10-year 5.28%.

GIPRX returns trail the peer average of 5.30% 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.