GPGIX Mutual Fund

NAV$4.09

Returns Overview

3 Months
+18.37%
6 Months
+11.65%
YTD
+11.97%
1 Year
+11.78%
3 Years (annualized)
+5.82%
5 Years (annualized)
-2.42%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPGIX 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 Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+11.97%
Peer Avg (YTD)
+9.16%
vs Peers
+2.80%

GPGIX Mutual Fund Performance

GPGIX performance across multiple time periods: YTD 11.97%, 1-year 11.78%, 3-year 5.82%, 5-year -2.42%, 10-year 8.65%.

GPGIX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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