GOISX Mutual Fund

NAV$17.24

Returns Overview

1 Month
-0.58%
3 Months
+1.65%
6 Months
+2.86%
YTD
+4.93%
1 Year
+16.01%
3 Years (annualized)
+13.31%
5 Years (annualized)
+6.62%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOISX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+5.87%
vs Peers
-0.94%

GOISX Mutual Fund Performance

GOISX performance across multiple time periods: 1-month -0.58%, YTD 4.93%, 1-year 16.01%, 3-year 13.31%, 5-year 6.62%, 10-year 8.31%.

GOISX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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