GIPSX Mutual Fund

GIPSX Mutual Fund

NAV$13.14
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Returns Overview

1 Month
+1.36%
3 Months
+0.47%
6 Months
+2.36%
YTD
+5.21%
1 Year
+9.82%
3 Years (annualized)
+10.10%
5 Years (annualized)
+4.04%
10 Years (annualized)
+5.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPSX 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)
+5.21%
Peer Avg (YTD)
+6.28%
vs Peers
-1.07%

GIPSX Mutual Fund Performance

GIPSX performance across multiple time periods: 1-month 1.36%, YTD 5.21%, 1-year 9.82%, 3-year 10.10%, 5-year 4.04%, 10-year 5.49%.

GIPSX returns trail the peer average of 6.28% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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