GMOIX Mutual Fund

GMOIX Mutual Fund

NAV$38.92
See how much of GMOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.79%
3 Months
-1.21%
6 Months
+4.05%
YTD
+16.93%
1 Year
+27.91%
3 Years (annualized)
+29.70%
5 Years (annualized)
+15.92%
10 Years (annualized)
+12.19%

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
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 World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+16.93%
Peer Avg (YTD)
+10.38%
vs Peers
+6.55%

GMOIX Mutual Fund Performance

GMOIX performance across multiple time periods: 1-month -1.79%, YTD 16.93%, 1-year 27.91%, 3-year 29.70%, 5-year 15.92%, 10-year 12.19%.

GMOIX returns outperform the peer average of 10.38% 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.