GOCAX Mutual Fund

GOCAX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
+1.04%
3 Months
-5.35%
6 Months
-5.56%
YTD
+1.10%
1 Year
+17.80%
3 Years (annualized)
+9.19%
5 Years (annualized)
+0.24%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOCAX 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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+15.31%
vs Peers
-14.21%

GOCAX Mutual Fund Performance

GOCAX performance across multiple time periods: 1-month 1.04%, YTD 1.10%, 1-year 17.80%, 3-year 9.19%, 5-year 0.24%, 10-year 4.35%.

GOCAX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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