GEORX Mutual Fund

GEORX Mutual Fund

NAV$18.25
See how much of GEORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-11.82%
3 Months
-5.80%
6 Months
+5.39%
YTD
+9.90%
1 Year
+17.40%
3 Years (annualized)
+6.42%
5 Years (annualized)
-0.89%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+9.54%
vs Peers
+0.36%

GEORX Mutual Fund Performance

GEORX performance across multiple time periods: 1-month -11.82%, YTD 9.90%, 1-year 17.40%, 3-year 6.42%, 5-year -0.89%.

GEORX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.94%, 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.