GIPTX Mutual Fund

GIPTX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
+1.39%
3 Months
+0.50%
6 Months
+2.46%
YTD
+5.46%
1 Year
+9.16%
3 Years (annualized)
+10.20%
5 Years (annualized)
+4.26%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPTX 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
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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)
+5.46%
Peer Avg (YTD)
+6.28%
vs Peers
-0.83%

GIPTX Mutual Fund Performance

GIPTX performance across multiple time periods: 1-month 1.39%, YTD 5.46%, 1-year 9.16%, 3-year 10.20%, 5-year 4.26%, 10-year 5.84%.

GIPTX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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