GPIIX Mutual Fund

NAV$3.71

Returns Overview

1 Month
-2.17%
3 Months
+16.50%
6 Months
+8.43%
YTD
+8.43%
1 Year
+6.20%
3 Years (annualized)
+4.58%
5 Years (annualized)
-4.15%
10 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPIIX 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)
+8.43%
Peer Avg (YTD)
+9.16%
vs Peers
-0.73%

GPIIX Mutual Fund Performance

GPIIX performance across multiple time periods: 1-month -2.17%, YTD 8.43%, 1-year 6.20%, 3-year 4.58%, 5-year -4.15%, 10-year 6.12%.

GPIIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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