GEOSX Mutual Fund

NAV$18.27

Returns Overview

1 Month
-4.20%
3 Months
+24.03%
6 Months
+24.56%
YTD
+24.56%
1 Year
+43.33%
3 Years (annualized)
+11.63%
5 Years (annualized)
+2.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEOSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+24.56%
Peer Avg (YTD)
+10.82%
vs Peers
+13.74%

GEOSX Mutual Fund Performance

GEOSX performance across multiple time periods: 1-month -4.20%, YTD 24.56%, 1-year 43.33%, 3-year 11.63%, 5-year 2.99%.

GEOSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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