GMOIX Mutual Fund

GMOIX Mutual Fund

NAV$41.53
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Returns Overview

1 Month
+0.85%
3 Months
+5.33%
6 Months
+12.58%
YTD
+19.87%
1 Year
+40.21%
3 Years (annualized)
+26.38%
5 Years (annualized)
+15.95%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMOIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+19.87%
Peer Avg (YTD)
+11.12%
vs Peers
+8.75%

GMOIX Mutual Fund Performance

GMOIX performance across multiple time periods: 1-month 0.85%, YTD 19.87%, 1-year 40.21%, 3-year 26.38%, 5-year 15.95%, 10-year 12.39%.

GMOIX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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