GOLDX Mutual Fund

GOLDX Mutual Fund

NAV$47.74
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Returns Overview

1 Month
-9.92%
3 Months
+18.58%
6 Months
-1.03%
YTD
+6.26%
1 Year
+27.50%
3 Years (annualized)
+55.71%
5 Years (annualized)
+27.84%
10 Years (annualized)
+15.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GOLDX 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
Philadelphia Gold & Silver (XAU) Index
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+7.76%
vs Peers
-1.50%

GOLDX Mutual Fund Performance

GOLDX performance across multiple time periods: 1-month -9.92%, YTD 6.26%, 1-year 27.50%, 3-year 55.71%, 5-year 27.84%, 10-year 15.47%.

GOLDX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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