GISOX Mutual Fund

NAV$19.64

Returns Overview

1 Month
-4.05%
3 Months
-4.01%
6 Months
+8.87%
YTD
+11.85%
1 Year
+12.26%
3 Years (annualized)
+8.05%
5 Years (annualized)
-0.90%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GISOX 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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+11.85%
Peer Avg (YTD)
+9.16%
vs Peers
+2.68%

GISOX Mutual Fund Performance

GISOX performance across multiple time periods: 1-month -4.05%, YTD 11.85%, 1-year 12.26%, 3-year 8.05%, 5-year -0.90%, 10-year 8.67%.

GISOX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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