GEOSX Mutual Fund

GEOSX Mutual Fund

NAV$19.11
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Returns Overview

1 Month
-11.78%
3 Months
-5.77%
6 Months
+5.35%
YTD
+9.88%
1 Year
+17.13%
3 Years (annualized)
+6.26%
5 Years (annualized)
-1.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEOSX 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)
+9.88%
Peer Avg (YTD)
+9.54%
vs Peers
+0.35%

GEOSX Mutual Fund Performance

GEOSX performance across multiple time periods: 1-month -11.78%, YTD 9.88%, 1-year 17.13%, 3-year 6.26%, 5-year -1.00%.

GEOSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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