GIPRX Mutual Fund

GIPRX Mutual Fund

NAV$12.85
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Returns Overview

1 Month
+1.31%
3 Months
+0.46%
6 Months
+2.29%
YTD
+5.13%
1 Year
+8.79%
3 Years (annualized)
+9.71%
5 Years (annualized)
+3.77%
10 Years (annualized)
+5.33%

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)
+5.13%
Peer Avg (YTD)
+6.28%
vs Peers
-1.16%

GIPRX Mutual Fund Performance

GIPRX performance across multiple time periods: 1-month 1.31%, YTD 5.13%, 1-year 8.79%, 3-year 9.71%, 5-year 3.77%, 10-year 5.33%.

GIPRX returns trail the peer average of 6.28% 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.