GOLDX Mutual Fund

NAV$46.27

Returns Overview

1 Month
-15.25%
3 Months
-16.54%
6 Months
-11.62%
YTD
-10.39%
1 Year
+52.00%
3 Years (annualized)
+41.65%
5 Years (annualized)
+20.35%
10 Years (annualized)
+11.69%

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

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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
Philadelphia Gold & Silver (XAU) Index
This Mutual Fund (YTD)
-10.39%
Peer Avg (YTD)
-2.18%
vs Peers
-8.21%

GOLDX Mutual Fund Performance

GOLDX performance across multiple time periods: 1-month -15.25%, YTD -10.39%, 1-year 52.00%, 3-year 41.65%, 5-year 20.35%, 10-year 11.69%.

GOLDX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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