GABUX Mutual Fund

GABUX Mutual Fund

NAV$4.45
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Returns Overview

1 Month
-5.48%
3 Months
-7.12%
6 Months
-7.90%
YTD
+0.25%
1 Year
+0.74%
3 Years (annualized)
+13.18%
5 Years (annualized)
+6.02%
10 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GABUX 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
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+0.25%
Peer Avg (YTD)
+0.92%
vs Peers
-0.66%

GABUX Mutual Fund Performance

GABUX performance across multiple time periods: 1-month -5.48%, YTD 0.25%, 1-year 0.74%, 3-year 13.18%, 5-year 6.02%, 10-year 6.68%.

GABUX returns trail the peer average of 0.92% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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