GOGIX Mutual Fund

NAV$39.02

Returns Overview

1 Month
+0.85%
3 Months
+17.18%
6 Months
+14.77%
YTD
+12.75%
1 Year
+23.44%
3 Years (annualized)
+19.40%
5 Years (annualized)
+8.85%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOGIX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+12.75%
Peer Avg (YTD)
+8.97%
vs Peers
+3.78%

GOGIX Mutual Fund Performance

GOGIX performance across multiple time periods: 1-month 0.85%, YTD 12.75%, 1-year 23.44%, 3-year 19.40%, 5-year 8.85%, 10-year 11.73%.

GOGIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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