GURIX Mutual Fund

GURIX Mutual Fund

NAV$34.40
See how much of GURIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.20%
3 Months
-6.95%
6 Months
+3.97%
YTD
+7.17%
1 Year
+4.86%
3 Years (annualized)
+9.93%
5 Years (annualized)
+2.83%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GURIX 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
PROUpgrade to run

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)
+7.17%
Peer Avg (YTD)
+4.73%
vs Peers
+2.44%

GURIX Mutual Fund Performance

GURIX performance across multiple time periods: 1-month -5.20%, YTD 7.17%, 1-year 4.86%, 3-year 9.93%, 5-year 2.83%, 10-year 7.18%.

GURIX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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