GONIX Mutual Fund

GONIX Mutual Fund

NAV$15.21
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Returns Overview

1 Month
+4.91%
3 Months
+4.26%
6 Months
+2.78%
YTD
+1.40%
1 Year
+4.55%
3 Years (annualized)
+10.10%
5 Years (annualized)
+10.49%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GONIX 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
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📉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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+4.85%
vs Peers
-3.45%

GONIX Mutual Fund Performance

GONIX performance across multiple time periods: 1-month 4.91%, YTD 1.40%, 1-year 4.55%, 3-year 10.10%, 5-year 10.49%, 10-year 4.24%.

GONIX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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