GPRIX Mutual Fund

NAV$15.41
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Returns Overview

1 Month
-0.13%
3 Months
+14.73%
6 Months
+7.66%
YTD
+7.74%
1 Year
+7.97%
3 Years (annualized)
+8.32%
5 Years (annualized)
+0.73%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GPRIX 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
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📉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

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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 Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+7.74%
Peer Avg (YTD)
+9.16%
vs Peers
-1.42%

GPRIX Mutual Fund Performance

GPRIX performance across multiple time periods: 1-month -0.13%, YTD 7.74%, 1-year 7.97%, 3-year 8.32%, 5-year 0.73%, 10-year 10.01%.

GPRIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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