GPIOX Mutual Fund

GPIOX Mutual Fund

NAV$3.62
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Returns Overview

1 Month
+5.46%
3 Months
+0.82%
6 Months
+8.90%
YTD
+11.55%
1 Year
+8.64%
3 Years (annualized)
+6.06%
5 Years (annualized)
-4.62%
10 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPIOX 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
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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)
+11.55%
Peer Avg (YTD)
+9.98%
vs Peers
+1.57%

GPIOX Mutual Fund Performance

GPIOX performance across multiple time periods: 1-month 5.46%, YTD 11.55%, 1-year 8.64%, 3-year 6.06%, 5-year -4.62%, 10-year 5.82%.

GPIOX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

GPIOX vs another fund shows side-by-side returns. GPIOX alternatives are available in the Mutual Fund Screener.