GEORX Mutual Fund

GEORX Mutual Fund

NAV$17.50
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Returns Overview

1 Month
-3.40%
3 Months
-14.78%
6 Months
+5.71%
YTD
+6.22%
1 Year
+7.30%
3 Years (annualized)
+10.83%
5 Years (annualized)
-0.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEORX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.22%
Peer Avg (YTD)
+6.73%
vs Peers
-0.51%

GEORX Mutual Fund Performance

GEORX performance across multiple time periods: 1-month -3.40%, YTD 6.22%, 1-year 7.30%, 3-year 10.83%, 5-year -0.89%.

GEORX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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