GISYX Mutual Fund

GISYX Mutual Fund

NAV$20.38
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Returns Overview

1 Month
-5.24%
3 Months
-5.73%
6 Months
+8.89%
YTD
+11.53%
1 Year
+9.39%
3 Years (annualized)
+5.97%
5 Years (annualized)
-3.76%
10 Years (annualized)
+7.08%

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
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📉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)
+11.53%
Peer Avg (YTD)
+8.67%
vs Peers
+2.86%

GISYX Mutual Fund Performance

GISYX performance across multiple time periods: 1-month -5.24%, YTD 11.53%, 1-year 9.39%, 3-year 5.97%, 5-year -3.76%, 10-year 7.08%.

GISYX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.90%, 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.