GESOX Mutual Fund

GESOX Mutual Fund

NAV$19.13
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Returns Overview

1 Month
-0.57%
3 Months
+2.24%
6 Months
+4.35%
YTD
+5.72%
1 Year
+2.62%
3 Years (annualized)
+8.96%
5 Years (annualized)
+6.66%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GESOX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+14.11%
vs Peers
-8.39%

GESOX Mutual Fund Performance

GESOX performance across multiple time periods: 1-month -0.57%, YTD 5.72%, 1-year 2.62%, 3-year 8.96%, 5-year 6.66%, 10-year 8.89%.

GESOX returns trail the peer average of 14.11% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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