GPIOX Mutual Fund

GPIOX Mutual Fund

NAV$3.68
See how much of GPIOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.25%
3 Months
-1.69%
6 Months
+3.57%
YTD
+5.78%
1 Year
+6.04%
3 Years (annualized)
+2.92%
5 Years (annualized)
-4.94%
10 Years (annualized)
+5.31%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+5.78%
Peer Avg (YTD)
+8.67%
vs Peers
-2.89%

GPIOX Mutual Fund Performance

GPIOX performance across multiple time periods: 1-month -2.25%, YTD 5.78%, 1-year 6.04%, 3-year 2.92%, 5-year -4.94%, 10-year 5.31%.

GPIOX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.63%, 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.