GIRGX Mutual Fund

GIRGX Mutual Fund

NAV$19.12
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Returns Overview

1 Month
-7.28%
3 Months
-6.83%
6 Months
-4.78%
YTD
-6.66%
1 Year
+4.68%
3 Years (annualized)
+6.75%
5 Years (annualized)
+15.55%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIRGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.66%
Peer Avg (YTD)
-2.60%
vs Peers
-4.06%

GIRGX Mutual Fund Performance

GIRGX performance across multiple time periods: 1-month -7.28%, YTD -6.66%, 1-year 4.68%, 3-year 6.75%, 5-year 15.55%, 10-year 10.31%.

GIRGX returns trail the peer average of -2.60% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

GIRGX performance comparison shows side-by-side returns with another fund. GIRGX alternatives are available in the Mutual Fund Screener.