GOIUX Mutual Fund

NAV$17.37

Returns Overview

1 Month
-0.52%
3 Months
+1.70%
6 Months
+2.90%
YTD
+5.02%
1 Year
+16.62%
3 Years (annualized)
+13.84%
5 Years (annualized)
+7.12%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOIUX 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)
+5.02%
Peer Avg (YTD)
+5.87%
vs Peers
-0.85%

GOIUX Mutual Fund Performance

GOIUX performance across multiple time periods: 1-month -0.52%, YTD 5.02%, 1-year 16.62%, 3-year 13.84%, 5-year 7.12%, 10-year 8.66%.

GOIUX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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