GENIX Mutual Fund

GENIX Mutual Fund

NAV$17.70
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Returns Overview

1 Month
+2.19%
3 Months
+3.84%
6 Months
+13.68%
YTD
+17.30%
1 Year
+28.29%
3 Years (annualized)
+25.11%
5 Years (annualized)
+17.24%
10 Years (annualized)
+14.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GENIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+17.30%
Peer Avg (YTD)
+9.89%
vs Peers
+7.41%

GENIX Mutual Fund Performance

GENIX performance across multiple time periods: 1-month 2.19%, YTD 17.30%, 1-year 28.29%, 3-year 25.11%, 5-year 17.24%, 10-year 14.00%.

GENIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

GENIX vs another fund shows side-by-side returns. GENIX alternatives are available in the Mutual Fund Screener.