GENIX Mutual Fund

GENIX Mutual Fund

NAV$17.38
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Returns Overview

1 Month
+2.92%
3 Months
+7.70%
6 Months
+12.57%
YTD
+14.79%
1 Year
+27.31%
3 Years (annualized)
+23.69%
5 Years (annualized)
+17.46%
10 Years (annualized)
+13.67%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+14.79%
Peer Avg (YTD)
+9.54%
vs Peers
+5.25%

GENIX Mutual Fund Performance

GENIX performance across multiple time periods: 1-month 2.92%, YTD 14.79%, 1-year 27.31%, 3-year 23.69%, 5-year 17.46%, 10-year 13.67%.

GENIX returns outperform the peer average of 9.54% 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.