GMOIX Mutual Fund

NAV$41.68

Returns Overview

1 Month
+0.15%
3 Months
+12.95%
6 Months
+18.86%
YTD
+17.37%
1 Year
+38.36%
3 Years (annualized)
+27.62%
5 Years (annualized)
+15.67%
10 Years (annualized)
+12.70%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+17.37%
Peer Avg (YTD)
+8.71%
vs Peers
+8.66%

GMOIX Mutual Fund Performance

GMOIX performance across multiple time periods: 1-month 0.15%, YTD 17.37%, 1-year 38.36%, 3-year 27.62%, 5-year 15.67%, 10-year 12.70%.

GMOIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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