GISYX Mutual Fund

GISYX Mutual Fund

NAV$19.44
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Returns Overview

1 Month
-3.56%
3 Months
-2.38%
6 Months
-7.98%
YTD
+8.88%
1 Year
+8.28%
3 Years (annualized)
+11.66%
5 Years (annualized)
-5.24%
10 Years (annualized)
+6.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GISYX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+8.88%
Peer Avg (YTD)
+7.47%
vs Peers
+1.40%

GISYX Mutual Fund Performance

GISYX performance across multiple time periods: 1-month -3.56%, YTD 8.88%, 1-year 8.28%, 3-year 11.66%, 5-year -5.24%, 10-year 6.84%.

GISYX returns outperform the peer average of 7.47% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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