GONIX Mutual Fund

GONIX Mutual Fund

NAV$15.35
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Returns Overview

1 Month
-0.59%
3 Months
+2.93%
6 Months
+1.96%
YTD
+0.80%
1 Year
+3.93%
3 Years (annualized)
+9.50%
5 Years (annualized)
+9.98%
10 Years (annualized)
+4.28%

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
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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+6.23%
vs Peers
-5.43%

GONIX Mutual Fund Performance

GONIX performance across multiple time periods: 1-month -0.59%, YTD 0.80%, 1-year 3.93%, 3-year 9.50%, 5-year 9.98%, 10-year 4.28%.

GONIX returns trail the peer average of 6.23% 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.