GIUIX Mutual Fund

GIUIX Mutual Fund

NAV$42.15
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Returns Overview

1 Month
-2.47%
3 Months
-7.09%
6 Months
+7.31%
YTD
+7.50%
1 Year
+7.25%
3 Years (annualized)
+13.40%
5 Years (annualized)
+4.00%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIUIX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+7.91%
vs Peers
-0.41%

GIUIX Mutual Fund Performance

GIUIX performance across multiple time periods: 1-month -2.47%, YTD 7.50%, 1-year 7.25%, 3-year 13.40%, 5-year 4.00%, 10-year 11.09%.

GIUIX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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