GOPAX Mutual Fund

GOPAX Mutual Fund

NAV$24.80
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Returns Overview

3 Months
+9.01%
6 Months
+11.21%
YTD
+17.87%
1 Year
+6.60%
3 Years (annualized)
-0.07%
5 Years (annualized)
-4.13%
10 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOPAX 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
MSCI China A Onshore Index(MSCICAOI)
This Mutual Fund (YTD)
+17.87%
Peer Avg (YTD)
+33.34%
vs Peers
-15.47%

GOPAX Mutual Fund Performance

GOPAX performance across multiple time periods: YTD 17.87%, 1-year 6.60%, 3-year -0.07%, 5-year -4.13%, 10-year 5.06%.

GOPAX returns trail the peer average of 33.34% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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