GAUIX Mutual Fund

GAUIX Mutual Fund

NAV$5.28
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Returns Overview

1 Month
-5.46%
3 Months
-7.16%
6 Months
-7.82%
YTD
+0.52%
1 Year
+1.00%
3 Years (annualized)
+13.36%
5 Years (annualized)
+6.10%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAUIX 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
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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)
+0.52%
Peer Avg (YTD)
+0.92%
vs Peers
-0.40%

GAUIX Mutual Fund Performance

GAUIX performance across multiple time periods: 1-month -5.46%, YTD 0.52%, 1-year 1.00%, 3-year 13.36%, 5-year 6.10%, 10-year 6.69%.

GAUIX returns trail the peer average of 0.92% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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