GOLDX Mutual Fund

GOLDX Mutual Fund

NAV$44.36
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Returns Overview

1 Month
-13.06%
3 Months
+5.20%
6 Months
-11.74%
YTD
-7.62%
1 Year
+14.52%
3 Years (annualized)
+46.45%
5 Years (annualized)
+22.04%
10 Years (annualized)
+12.68%

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
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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
Philadelphia Gold & Silver (XAU) Index
This Mutual Fund (YTD)
-7.62%
Peer Avg (YTD)
-1.80%
vs Peers
-5.82%

GOLDX Mutual Fund Performance

GOLDX performance across multiple time periods: 1-month -13.06%, YTD -7.62%, 1-year 14.52%, 3-year 46.45%, 5-year 22.04%, 10-year 12.68%.

GOLDX returns trail the peer average of -1.80% 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.