GMOIX Mutual Fund

GMOIX Mutual Fund

NAV$40.54
See how much of GMOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.76%
3 Months
+1.44%
6 Months
+14.58%
YTD
+19.07%
1 Year
+32.04%
3 Years (annualized)
+28.70%
5 Years (annualized)
+16.35%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMOIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+19.07%
Peer Avg (YTD)
+9.89%
vs Peers
+9.17%

GMOIX Mutual Fund Performance

GMOIX performance across multiple time periods: 1-month -1.76%, YTD 19.07%, 1-year 32.04%, 3-year 28.70%, 5-year 16.35%, 10-year 12.63%.

GMOIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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