GISRX Mutual Fund

NAV$14.96

Returns Overview

1 Month
+4.63%
3 Months
+5.59%
6 Months
+13.77%
YTD
+13.95%
1 Year
+15.07%
3 Years (annualized)
+9.74%
5 Years (annualized)
+7.60%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GISRX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+13.95%
Peer Avg (YTD)
+8.63%
vs Peers
+5.32%

GISRX Mutual Fund Performance

GISRX performance across multiple time periods: 1-month 4.63%, YTD 13.95%, 1-year 15.07%, 3-year 9.74%, 5-year 7.60%, 10-year 7.95%.

GISRX returns outperform the peer average of 8.63% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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