GIOSX Mutual Fund

GIOSX Mutual Fund

NAV$23.90
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Returns Overview

1 Month
+0.44%
3 Months
+0.38%
6 Months
+0.78%
YTD
+1.57%
1 Year
+3.83%
3 Years (annualized)
+7.04%
5 Years (annualized)
+3.51%
10 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIOSX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+2.15%
vs Peers
-0.59%

GIOSX Mutual Fund Performance

GIOSX performance across multiple time periods: 1-month 0.44%, YTD 1.57%, 1-year 3.83%, 3-year 7.04%, 5-year 3.51%, 10-year 4.30%.

GIOSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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