GOGFX Mutual Fund

GOGFX Mutual Fund

NAV$47.18
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Returns Overview

1 Month
+4.72%
3 Months
-1.81%
6 Months
+3.19%
YTD
+15.78%
1 Year
+20.28%
3 Years (annualized)
+13.16%
5 Years (annualized)
+5.65%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOGFX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.78%
Peer Avg (YTD)
+12.21%
vs Peers
+3.57%

GOGFX Mutual Fund Performance

GOGFX performance across multiple time periods: 1-month 4.72%, YTD 15.78%, 1-year 20.28%, 3-year 13.16%, 5-year 5.65%, 10-year 9.43%.

GOGFX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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