GEORX Mutual Fund

GEORX Mutual Fund

NAV$16.60
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Returns Overview

1 Month
-6.25%
3 Months
-9.40%
6 Months
-14.65%
YTD
-0.42%
1 Year
-3.77%
3 Years (annualized)
+15.39%
5 Years (annualized)
-6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEORX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+8.01%
vs Peers
-8.43%

GEORX Mutual Fund Performance

GEORX performance across multiple time periods: 1-month -6.25%, YTD -0.42%, 1-year -3.77%, 3-year 15.39%, 5-year -6.57%.

GEORX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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