GISYX Mutual Fund

NAV$20.72

Returns Overview

1 Month
-3.30%
3 Months
+19.04%
6 Months
+17.49%
YTD
+17.69%
1 Year
+12.53%
3 Years (annualized)
+8.33%
5 Years (annualized)
-2.15%
10 Years (annualized)
+8.08%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+17.69%
Peer Avg (YTD)
+9.16%
vs Peers
+8.53%

GISYX Mutual Fund Performance

GISYX performance across multiple time periods: 1-month -3.30%, YTD 17.69%, 1-year 12.53%, 3-year 8.33%, 5-year -2.15%, 10-year 8.08%.

GISYX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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