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(GIMFX)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return3.89%
5-year average return3.63%
Number of years up7
Number of years down4
Best 1-yr total return (27 Jun 2024)17.10%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return17.10%
Worst 3-yr total return-1.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIMFXCategory
YTD5.45%8.60%
1-month3.28%0.11%
3-month5.04%4.82%
1-year19.48%25.33%
3-year4.53%8.02%
5-year4.65%8.06%
10-year3.08%6.03%
Last bull market12.67%13.54%
Last bear market-3.51%-13.20%

Annual total return (%) history

Year
GIMFXCategory
2024
N/AN/A
2023
14.74%N/A
2022
-1.23%N/A
2021
4.07%N/A
2020
-7.25%6.18%
2019
13.23%16.10%
2018
-5.59%-8.26%
2017
14.09%14.79%
2016
3.56%6.04%
2015
-4.63%-4.15%
2014
2.21%1.54%
2013
17.10%10.07%
2012
N/A10.74%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.27%N/AN/AN/A
20232.95%2.53%2.21%6.35%
2022-1.68%-3.51%-4.00%8.44%
20215.82%0.61%-1.97%-0.28%
2020-18.10%5.90%1.51%5.34%
20195.66%1.89%-1.41%6.68%
20181.08%-3.21%0.55%-4.03%
20175.26%2.73%2.44%2.99%
20160.08%0.40%3.71%-0.63%
20151.70%-0.08%-7.90%1.90%
20141.34%4.44%-2.83%-0.61%
20136.01%0.09%5.14%4.97%
2012-1.68%5.53%3.05%N/A

Rank in category (by total return)

YTD32
1-month45
3-month14
1-year12
3-year9
5-year74

Load adjusted returns

1-year19.48%
3-year4.53%
5-year4.65%
10-year3.08%