GOFIX Mutual Fund

NAV$25.87

Returns Overview

1 Month
-11.35%
3 Months
-9.55%
6 Months
+17.61%
YTD
+15.00%
1 Year
+47.63%
3 Years (annualized)
+5.64%
5 Years (annualized)
+3.18%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOFIX 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
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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 ACWI Commodity Producers Index(^MSCIACWICPI)
This Mutual Fund (YTD)
+15.00%
Peer Avg (YTD)
+11.40%
vs Peers
+3.60%

GOFIX Mutual Fund Performance

GOFIX performance across multiple time periods: 1-month -11.35%, YTD 15.00%, 1-year 47.63%, 3-year 5.64%, 5-year 3.18%, 10-year 11.28%.

GOFIX returns outperform the peer average of 11.40% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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