GIRVX Mutual Fund

GIRVX Mutual Fund

NAV$9.24
See how much of GIRVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.22%
3 Months
-1.37%
6 Months
+1.44%
YTD
+9.58%
1 Year
+16.49%
3 Years (annualized)
+16.66%
5 Years (annualized)
+8.20%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIRVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+9.58%
Peer Avg (YTD)
+9.56%
vs Peers
+0.01%

GIRVX Mutual Fund Performance

GIRVX performance across multiple time periods: 1-month 0.22%, YTD 9.58%, 1-year 16.49%, 3-year 16.66%, 5-year 8.20%, 10-year 6.85%.

GIRVX returns outperform the peer average of 9.56% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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