GIRVX Mutual Fund

GIRVX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
+3.09%
3 Months
+2.85%
6 Months
+6.74%
YTD
+12.27%
1 Year
+24.19%
3 Years (annualized)
+13.81%
5 Years (annualized)
+8.43%
10 Years (annualized)
+7.24%

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
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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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+12.27%
Peer Avg (YTD)
+10.67%
vs Peers
+1.60%

GIRVX Mutual Fund Performance

GIRVX performance across multiple time periods: 1-month 3.09%, YTD 12.27%, 1-year 24.19%, 3-year 13.81%, 5-year 8.43%, 10-year 7.24%.

GIRVX returns outperform the peer average of 10.67% 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.