GISOX Mutual Fund

GISOX Mutual Fund

NAV$20.26
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Returns Overview

1 Month
+3.27%
3 Months
-5.43%
6 Months
+8.60%
YTD
+15.03%
1 Year
+12.36%
3 Years (annualized)
+8.31%
5 Years (annualized)
-4.24%
10 Years (annualized)
+7.07%

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
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📉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 ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+15.03%
Peer Avg (YTD)
+9.98%
vs Peers
+5.06%

GISOX Mutual Fund Performance

GISOX performance across multiple time periods: 1-month 3.27%, YTD 15.03%, 1-year 12.36%, 3-year 8.31%, 5-year -4.24%, 10-year 7.07%.

GISOX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.18%, 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.