GOCAX Mutual Fund

GOCAX Mutual Fund

NAV$15.97
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Returns Overview

1 Month
-5.04%
3 Months
+3.99%
6 Months
+1.76%
YTD
+4.06%
1 Year
+8.79%
3 Years (annualized)
+13.61%
5 Years (annualized)
+1.15%
10 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOCAX 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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+10.34%
vs Peers
-6.28%

GOCAX Mutual Fund Performance

GOCAX performance across multiple time periods: 1-month -5.04%, YTD 4.06%, 1-year 8.79%, 3-year 13.61%, 5-year 1.15%, 10-year 5.45%.

GOCAX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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