GPIOX Mutual Fund

NAV$3.68

Returns Overview

1 Month
-2.20%
3 Months
+16.34%
6 Months
+8.21%
YTD
+8.21%
1 Year
+5.99%
3 Years (annualized)
+4.32%
5 Years (annualized)
-2.08%
10 Years (annualized)
+7.16%

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

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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)
+8.21%
Peer Avg (YTD)
+9.16%
vs Peers
-0.96%

GPIOX Mutual Fund Performance

GPIOX performance across multiple time periods: 1-month -2.20%, YTD 8.21%, 1-year 5.99%, 3-year 4.32%, 5-year -2.08%, 10-year 7.16%.

GPIOX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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