GOISX Mutual Fund

GOISX Mutual Fund

NAV$17.48
See how much of GOISX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.98%
3 Months
+2.04%
6 Months
+3.98%
YTD
+5.75%
1 Year
+14.03%
3 Years (annualized)
+12.18%
5 Years (annualized)
+6.21%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOISX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+5.54%
vs Peers
+0.21%

GOISX Mutual Fund Performance

GOISX performance across multiple time periods: 1-month -0.98%, YTD 5.75%, 1-year 14.03%, 3-year 12.18%, 5-year 6.21%, 10-year 7.86%.

GOISX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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