GISOX Mutual Fund

GISOX Mutual Fund

NAV$20.74
See how much of GISOX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.23%
3 Months
-5.83%
6 Months
+8.79%
YTD
+11.39%
1 Year
+9.10%
3 Years (annualized)
+5.71%
5 Years (annualized)
-4.00%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GISOX 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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+11.39%
Peer Avg (YTD)
+8.67%
vs Peers
+2.72%

GISOX Mutual Fund Performance

GISOX performance across multiple time periods: 1-month -5.23%, YTD 11.39%, 1-year 9.10%, 3-year 5.71%, 5-year -4.00%, 10-year 7.67%.

GISOX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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