GONIX Mutual Fund

NAV$15.04

Returns Overview

1 Month
-1.30%
3 Months
-2.49%
6 Months
-3.60%
YTD
-3.34%
1 Year
-3.46%
3 Years (annualized)
+8.89%
5 Years (annualized)
+9.51%
10 Years (annualized)
+3.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GONIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
-3.34%
Peer Avg (YTD)
+3.78%
vs Peers
-7.12%

GONIX Mutual Fund Performance

GONIX performance across multiple time periods: 1-month -1.30%, YTD -3.34%, 1-year -3.46%, 3-year 8.89%, 5-year 9.51%, 10-year 3.82%.

GONIX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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