GIPUX Mutual Fund

GIPUX Mutual Fund

NAV$12.97
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Returns Overview

1 Month
+0.39%
3 Months
-0.08%
6 Months
+1.38%
YTD
+4.06%
1 Year
+5.15%
3 Years (annualized)
+11.75%
5 Years (annualized)
+4.46%
10 Years (annualized)
+5.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIPUX 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)
+4.06%
Peer Avg (YTD)
+5.30%
vs Peers
-1.25%

GIPUX Mutual Fund Performance

GIPUX performance across multiple time periods: 1-month 0.39%, YTD 4.06%, 1-year 5.15%, 3-year 11.75%, 5-year 4.46%, 10-year 5.92%.

GIPUX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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