GISTX Mutual Fund

NAV$33.52
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Returns Overview

1 Month
-5.51%
3 Months
+5.85%
6 Months
+16.48%
YTD
+18.04%
1 Year
+23.59%
3 Years (annualized)
+39.31%
5 Years (annualized)
+22.65%
10 Years (annualized)
+27.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GISTX 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

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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
NASDAQ Composite Total Return Index(XCMP)
This Mutual Fund (YTD)
+18.04%
Peer Avg (YTD)
+15.44%
vs Peers
+2.60%

GISTX Mutual Fund Performance

GISTX performance across multiple time periods: 1-month -5.51%, YTD 18.04%, 1-year 23.59%, 3-year 39.31%, 5-year 22.65%, 10-year 27.64%.

GISTX returns outperform the peer average of 15.44% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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