GPMIX Mutual Fund

NAV$12.70

Returns Overview

1 Month
-0.05%
3 Months
+4.13%
6 Months
+6.98%
YTD
+6.40%
1 Year
+13.80%
3 Years (annualized)
+11.41%
5 Years (annualized)
+5.23%
10 Years (annualized)
+5.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPMIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar Multi-Asset High Income Index(^MSMLTAHIN)
This Mutual Fund (YTD)
+6.40%
Peer Avg (YTD)
+5.87%
vs Peers
+0.53%

GPMIX Mutual Fund Performance

GPMIX performance across multiple time periods: 1-month -0.05%, YTD 6.40%, 1-year 13.80%, 3-year 11.41%, 5-year 5.23%, 10-year 5.49%.

GPMIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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