GOLDX Mutual Fund

GOLDX Mutual Fund

NAV$54.75
See how much of GOLDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.01%
3 Months
-16.12%
6 Months
-22.25%
YTD
-13.39%
1 Year
+54.14%
3 Years (annualized)
+39.43%
5 Years (annualized)
+19.14%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOLDX 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
Philadelphia Gold & Silver (XAU) Index
This Mutual Fund (YTD)
-13.39%
Peer Avg (YTD)
-3.00%
vs Peers
-10.39%

GOLDX Mutual Fund Performance

GOLDX performance across multiple time periods: 1-month -2.01%, YTD -13.39%, 1-year 54.14%, 3-year 39.43%, 5-year 19.14%, 10-year 10.33%.

GOLDX returns trail the peer average of -3.00% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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