GENIX Mutual Fund

NAV$17.20

Returns Overview

1 Month
-1.26%
3 Months
+12.76%
6 Months
+12.07%
YTD
+11.53%
1 Year
+22.43%
3 Years (annualized)
+27.92%
5 Years (annualized)
+23.13%
10 Years (annualized)
+16.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GENIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+11.53%
Peer Avg (YTD)
+10.82%
vs Peers
+0.72%

GENIX Mutual Fund Performance

GENIX performance across multiple time periods: 1-month -1.26%, YTD 11.53%, 1-year 22.43%, 3-year 27.92%, 5-year 23.13%, 10-year 16.69%.

GENIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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