GOCAX Mutual Fund

GOCAX Mutual Fund

NAV$15.75
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Returns Overview

1 Month
-3.66%
3 Months
-0.84%
6 Months
-6.12%
YTD
+0.26%
1 Year
+4.46%
3 Years (annualized)
+14.81%
5 Years (annualized)
-0.13%
10 Years (annualized)
+4.71%

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
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 Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+0.26%
Peer Avg (YTD)
+12.21%
vs Peers
-11.95%

GOCAX Mutual Fund Performance

GOCAX performance across multiple time periods: 1-month -3.66%, YTD 0.26%, 1-year 4.46%, 3-year 14.81%, 5-year -0.13%, 10-year 4.71%.

GOCAX returns trail the peer average of 12.21% 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.