GPIGX Mutual Fund

NAV$14.06

Returns Overview

1 Month
+0.61%
3 Months
+5.71%
6 Months
+10.32%
YTD
+9.62%
1 Year
+17.20%
3 Years (annualized)
+13.79%
5 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPIGX 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 USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+9.62%
Peer Avg (YTD)
+9.49%
vs Peers
+0.13%

GPIGX Mutual Fund Performance

GPIGX performance across multiple time periods: 1-month 0.61%, YTD 9.62%, 1-year 17.20%, 3-year 13.79%, 5-year 9.16%.

GPIGX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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