GURAX Mutual Fund

GURAX Mutual Fund

NAV$33.82
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Returns Overview

1 Month
-5.21%
3 Months
-7.00%
6 Months
+3.84%
YTD
+6.96%
1 Year
+4.54%
3 Years (annualized)
+9.59%
5 Years (annualized)
+2.50%
10 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GURAX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+4.73%
vs Peers
+2.22%

GURAX Mutual Fund Performance

GURAX performance across multiple time periods: 1-month -5.21%, YTD 6.96%, 1-year 4.54%, 3-year 9.59%, 5-year 2.50%, 10-year 6.86%.

GURAX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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